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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC6+ years Filed as: WESPAC ADVISORS, LLC Service code 28 · EIN 94-3231216 | Investment Management | $56,076 |
Filed as: WESPAC PLAN SERVICES LLC Service code 28 · EIN 26-2824865 | Investment Management | $21,948 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $1,646 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $159 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,622 | $100,801-44.8% | $149,745-62.9% | $73,412-24.2% |
| Participation rate | 62.9% | 77.7%-14.8pp | 82.5%-19.6pp | 72.2%-9.3pp |
| Annual return | 22.71% | 265.34%-242.6pp | 276.72%-254.0pp | 59.30%-36.6pp |
| Employer contribution / active EE | $11 | $3,312-99.7% | $4,646-99.8% | $2,234-99.5% |
| Participant deferral / active EE | $10,293 | $6,404+60.7% | $6,843+50.4% | $3,806+170.4% |
| Admin fee / account holder | $234 | $181+29.3% | $9,312-97.5% | $158+48.1% |