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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $4,081 |
WESPAC PLAN SERVICES, LLC3+ years Service code 15 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Recordkeeping | $3,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,988 | $66,124-87.9% | $90,440-91.2% | $73,493-89.1% |
| Participation rate | 43.8% | 69.7%-25.8pp | 72.7%-28.9pp | 70.7%-26.9pp |
| Annual return | 19.61% | 17.65%+2.0pp | 1294.38%-1274.8pp | 28.51%-8.9pp |
| Employer contribution / active EE | $267 | $2,346-88.6% | $3,263-91.8% | $2,270-88.2% |
| Participant deferral / active EE | $1,104 | $3,039-63.7% | $3,964-72.1% | $3,740-70.5% |
| Admin fee / account holder | $50 | $396-87.4% | $5,615-99.1% | $513-90.3% |