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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2 years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $6,623 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,617 | $33,067-80.0% | $76,518-91.4% | $56,287-88.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -2.70% | 2.72%-5.4pp | -0.27%-2.4pp | -9.96%+7.3pp |
| Employer contribution / active EE | $778 | $1,200-35.2% | $2,647-70.6% | $2,111-63.1% |
| Participant deferral / active EE | $1,698 | $2,240-24.2% | $3,836-55.7% | $3,350-49.3% |
| Admin fee / account holder | $49 | $537-90.8% | $4,849-99.0% | $521-90.5% |