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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $21,068 |
WESPAC PLAN SERVICES, LLC2+ years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $10,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,774 | $64,286-73.9% | $106,387-84.2% | $55,725-69.9% |
| Participation rate | 56.3% | 75.2%-18.9pp | 77.5%-21.1pp | 70.9%-14.5pp |
| Annual return | -3.70% | 0.84%-4.5pp | 0.25%-4.0pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,971 | $4,158-52.6% | $5,421-63.6% | $3,356-41.3% |
| Admin fee / account holder | $137 | $102+34.2% | $7,510-98.2% | $115+19.2% |