Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC1+ years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $69,460 |
WESPAC PLAN SERVICES, LLC1+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $57,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,598 | $37,039-36.3% | $147,617-84.0% | $59,188-60.1% |
| Participation rate | 24.2% | 63.8%-39.5pp | 84.6%-60.4pp | 69.4%-45.2pp |
| Annual return | -0.97% | 7.19%-8.2pp | 61.98%-63.0pp | 5.51%-6.5pp |
| Employer contribution / active EE | $551 | $1,353-59.3% | $5,564-90.1% | $2,098-73.7% |
| Participant deferral / active EE | $789 | $2,094-62.3% | $4,895-83.9% | $3,265-75.8% |
| Admin fee / account holder | $102 | $60+69.2% | $11,612-99.1% | $92+10.5% |