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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC9 years Service code 15 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Recordkeeping | $97,500 |
WESPAC PLAN SERVICES, LLC8 years Filed as: WESPAC ADVISORS, LLC Service code 51 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Investment Mgmt Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $155,555-100.0% | $146,866-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 3.05% | 115.41%-112.4pp | 102.85%-99.8pp | 148.84%-145.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |