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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2 years Service code 10 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Accounting | $30,919 |
WESPAC PLAN SERVICES, LLC2 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $27,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,959 | $54,297+93.3% | $97,032+8.2% | $65,306+60.7% |
| Participation rate | 68.9% | 42.3%+26.6pp | 71.6%-2.6pp | 57.7%+11.3pp |
| Annual return | 12.72% | 21.17%-8.5pp | 35.38%-22.7pp | 21.94%-9.2pp |
| Employer contribution / active EE | $1,814 | $1,365+32.9% | $2,629-31.0% | $1,967-7.8% |
| Participant deferral / active EE | $3,500 | $2,259+55.0% | $4,672-25.1% | $2,959+18.3% |
| Admin fee / account holder | $470 | $3,744-87.4% | $9,418-95.0% | $3,480-86.5% |