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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC1+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $12,525 |
WESPAC PLAN SERVICES, LLC1+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $8,830 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,361 | $66,124-64.7% | $90,461-74.2% | $73,497-68.2% |
| Participation rate | 74.7% | 69.7%+5.0pp | 72.7%+2.0pp | 70.7%+4.0pp |
| Annual return | 120.69% | 17.65%+103.0pp | 1294.76%-1174.1pp | 28.51%+92.2pp |
| Employer contribution / active EE | $1,868 | $2,346-20.4% | $3,264-42.8% | $2,270-17.7% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $95 | $396-75.9% | $5,617-98.3% | $513-81.4% |