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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.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,959 | $48,050+118.4% | $96,754+8.5% | $64,340+63.1% |
| Participation rate | 68.9% | 40.6%+28.4pp | 70.3%-1.3pp | 55.2%+13.7pp |
| Annual return | 12.72% | 23.41%-10.7pp | 82.04%-69.3pp | 24.14%-11.4pp |
| Employer contribution / active EE | $1,814 | $1,204+50.7% | $2,679-32.3% | $1,862-2.6% |
| Participant deferral / active EE | $3,500 | $2,191+59.8% | $4,758-26.4% | $2,980+17.5% |
| Admin fee / account holder | $470 | $3,741-87.4% | $8,905-94.7% | $3,703-87.3% |