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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC1+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Participants) | $30,158 |
WESPAC PLAN SERVICES, LLC1+ years Service code 15 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Recordkeeping | $10,723 |
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 | $59,589 | $46,360+28.5% | $147,617-59.6% | $52,331+13.9% |
| Participation rate | 95.6% | 64.9%+30.7pp | 84.6%+11.0pp | 68.1%+27.5pp |
| Annual return | -0.72% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $7,219 | $2,126+239.5% | $5,564+29.7% | $1,882+283.7% |
| Participant deferral / active EE | $4,314 | $2,258+91.1% | $4,895-11.9% | $3,022+42.7% |
| Admin fee / account holder | $234 | $766-69.5% | $11,612-98.0% | $592-60.5% |