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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC3+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Participants) | $45,461 |
WESPAC PLAN SERVICES, LLC3+ years Service code 13 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Contract Administrator | $45,461 |
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 | $83,905 | $55,453+51.3% | $170,435-50.8% | $62,293+34.7% |
| Participation rate | 93.1% | 66.4%+26.8pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 15.77% | 21.38%-5.6pp | 205.94%-190.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $7,173 | $2,164+231.5% | $5,432+32.0% | $2,042+251.2% |
| Participant deferral / active EE | $4,342 | $2,303+88.6% | $4,939-12.1% | $3,169+37.0% |
| Admin fee / account holder | $265 | $455-41.7% | $13,881-98.1% | $479-44.6% |