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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 | $2,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,659 | $89,588-72.5% | $133,698-81.6% | $77,762-68.3% |
| Participation rate | 62.3% | 74.3%-12.0pp | 76.4%-14.1pp | 70.6%-8.3pp |
| Annual return | 66.14% | 17.42%+48.7pp | 580.90%-514.8pp | 31.27%+34.9pp |
| Employer contribution / active EE | $2,511 | $3,491-28.1% | $4,218-40.5% | $2,728-8.0% |
| Participant deferral / active EE | $3,302 | $5,592-41.0% | $7,016-52.9% | $4,651-29.0% |
| Admin fee / account holder | $11 | $539-97.9% | $6,703-99.8% | $433-97.4% |