Filed April 15, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $14,847 |
WESPAC PLAN SERVICES, LLC1+ years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $6,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,360 | $50,464-47.8% | $75,784-65.2% | $52,331-49.6% |
| Participation rate | 67.3% | 66.8%+0.5pp | 75.8%-8.6pp | 68.1%-0.8pp |
| Annual return | -0.45% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $11 | $1,988-99.5% | $3,323-99.7% | $1,882-99.4% |
| Participant deferral / active EE | $4,585 | $2,570+78.4% | $3,652+25.5% | $3,022+51.7% |
| Admin fee / account holder | $150 | $1,103-86.4% | $5,300-97.2% | $592-74.6% |