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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC6 years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $7,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,095 | $37,440+7.1% | $77,081-48.0% | $66,930-40.1% |
| Participation rate | 24.2% | 52.9%-28.7pp | 67.9%-43.7pp | 69.8%-45.6pp |
| Annual return | -19.89% | -3.26%-16.6pp | 42.33%-62.2pp | 1.57%-21.5pp |
| Employer contribution / active EE | $1,034 | $1,534-32.6% | $2,813-63.3% | $2,545-59.4% |
| Participant deferral / active EE | $2,464 | $2,620-5.9% | $4,428-44.4% | $4,238-41.9% |
| Admin fee / account holder | $99 | $568-82.6% | $5,427-98.2% | $593-83.4% |