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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC4+ years Service code 15 · EIN 26-2824668 519 17TH STREET, 5TH FL. · OAKLAND, CA 94612 | Recordkeeping | $5,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,690 | $40,522-61.3% | $84,628-81.5% | $67,579-76.8% |
| Participation rate | 14.0% | 51.1%-37.1pp | 68.2%-54.2pp | 71.3%-57.2pp |
| Annual return | 26.49% | 32.72%-6.2pp | 258.80%-232.3pp | 378.56%-352.1pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,960 | $2,132-8.0% | $3,900-49.7% | $3,539-44.6% |
| Admin fee / account holder | $51 | $145-64.6% | $4,914-99.0% | $142-63.9% |