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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC3+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $10,947 |
WESPAC PLAN SERVICES, LLC3+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $10,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,988 | $51,223-59.0% | $82,763-74.6% | $66,949-68.7% |
| Participation rate | 74.3% | 67.9%+6.4pp | 72.6%+1.8pp | 69.8%+4.5pp |
| Annual return | -17.61% | -9.85%-7.8pp | 702.45%-720.1pp | 1.57%-19.2pp |
| Employer contribution / active EE | $2,147 | $2,611-17.7% | $3,008-28.6% | $2,545-15.6% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $96 | $415-77.0% | $5,325-98.2% | $594-83.9% |