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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC3+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $16,195 |
WESPAC PLAN SERVICES, LLC3+ years Service code 15 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Recordkeeping | $8,850 |
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 | $19,757 | $75,419-73.8% | $392,568-95.0% | $67,579-70.8% |
| Participation rate | 53.8% | 74.8%-21.0pp | 78.1%-24.3pp | 71.3%-17.5pp |
| Annual return | 25.24% | 36.70%-11.5pp | 24.42%+0.8pp | 378.56%-353.3pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $3,783-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,325 | $4,347-69.5% | $5,985-77.9% | $3,539-62.6% |
| Admin fee / account holder | $103 | $114-9.8% | $6,260-98.4% | $142-27.9% |