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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC4 years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $5,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,454 | $43,133-10.8% | $89,414-57.0% | $73,493-47.7% |
| Participation rate | 18.9% | 55.0%-36.0pp | 68.0%-49.1pp | 70.7%-51.8pp |
| Annual return | 14.51% | 135.66%-121.2pp | 245.50%-231.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $759 | $1,438-47.2% | $2,586-70.6% | $2,270-66.6% |
| Participant deferral / active EE | $1,973 | $2,445-19.3% | $3,890-49.3% | $3,740-47.2% |
| Admin fee / account holder | $98 | $444-78.0% | $4,883-98.0% | $513-80.9% |