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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Participants) | $30,531 |
WESPAC PLAN SERVICES, LLC2+ years Service code 13 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Contract Administrator | $13,592 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,408 | $46,732+57.1% | $156,551-53.1% | $55,167+33.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 11.14% | 17.72%-6.6pp | 32.23%-21.1pp | 169.23%-158.1pp |
| Employer contribution / active EE | $7,538 | $2,105+258.1% | $5,501+37.0% | $1,963+284.1% |
| Participant deferral / active EE | $4,727 | $2,204+114.5% | $4,871-3.0% | $3,054+54.8% |
| Admin fee / account holder | $284 | $418-32.2% | $13,028-97.8% | $504-43.7% |