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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC1+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $19,392 |
WESPAC PLAN SERVICES, LLC1+ years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $6,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,411 | $68,544-64.4% | $115,752-78.9% | $69,631-64.9% |
| Participation rate | 51.6% | 74.0%-22.3pp | 77.8%-26.1pp | 70.7%-19.1pp |
| Annual return | 24.63% | 20.97%+3.7pp | 19.41%+5.2pp | 27571.02%-27546.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,492-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,421 | $3,887-63.5% | $5,204-72.7% | $3,224-55.9% |
| Admin fee / account holder | $100 | $90+10.9% | $6,278-98.4% | $110-9.2% |