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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2 years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $3,610 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,981 | $73,102+117.5% | $123,553+28.7% | $56,289+182.4% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+15.0pp | 69.9%+27.4pp |
| Annual return | -7.13% | 3.01%-10.1pp | 119.21%-126.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $7,932 | $2,977+166.5% | $4,628+71.4% | $2,111+275.7% |
| Participant deferral / active EE | $9,581 | $5,423+76.7% | $6,426+49.1% | $3,350+186.0% |
| Admin fee / account holder | $24 | $554-95.7% | $9,284-99.7% | $521-95.5% |