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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC3 years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $5,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,943 | $38,365-24.6% | $84,623-65.8% | $65,185-55.6% |
| Participation rate | 20.8% | 55.7%-34.8pp | 68.2%-47.4pp | 70.2%-49.4pp |
| Annual return | 25.34% | 32.00%-6.7pp | 258.77%-233.4pp | 29.38%-4.0pp |
| Employer contribution / active EE | $788 | $1,258-37.4% | $2,652-70.3% | $2,177-63.8% |
| Participant deferral / active EE | $2,050 | $2,278-10.0% | $3,899-47.4% | $3,514-41.7% |
| Admin fee / account holder | $148 | $451-67.3% | $4,913-97.0% | $847-82.6% |