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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC4+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $17,774 |
WESPAC PLAN SERVICES, LLC4+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $9,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,883 | $58,312-57.3% | $86,656-71.3% | $71,529-65.2% |
| Participation rate | 67.1% | 65.0%+2.0pp | 71.7%-4.7pp | 67.9%-0.9pp |
| Annual return | 15.12% | 24.08%-9.0pp | 593.09%-578.0pp | 28.97%-13.8pp |
| Employer contribution / active EE | $2,296 | $2,576-10.9% | $3,025-24.1% | $2,590-11.4% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $143 | $1,057-86.5% | $5,619-97.5% | $1,588-91.0% |