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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC7 years Service code 15 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Recordkeeping | $69,356 |
WESPAC PLAN SERVICES, LLC6 years Filed as: WESPAC ADVISORS, LLC Service code 51 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Investment Mgmt Fees | $3,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,650 | $95,369-35.4% | $135,942-54.6% | $74,440-17.2% |
| Participation rate | 67.0% | 78.2%-11.2pp | 81.9%-14.9pp | 70.7%-3.7pp |
| Annual return | 23.05% | 32.72%-9.7pp | 68.28%-45.2pp | 34.37%-11.3pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $12,925 | $7,788+66.0% | $7,759+66.6% | $4,529+185.4% |
| Admin fee / account holder | $184 | $266-30.9% | $10,764-98.3% | $348-47.1% |