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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $16,403 |
WESPAC PLAN SERVICES, LLC2+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $10,789 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,584 | $63,768-63.0% | $98,483-76.1% | $79,391-70.3% |
| Participation rate | 84.2% | 69.9%+14.3pp | 73.3%+10.9pp | 70.7%+13.5pp |
| Annual return | 13.53% | 626.18%-612.6pp | 1494.38%-1480.8pp | 116.88%-103.3pp |
| Employer contribution / active EE | $2,305 | $2,558-9.9% | $2,961-22.2% | $2,428-5.1% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $110 | $516-78.7% | $5,953-98.2% | $627-82.5% |