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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $10,722 |
Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $6,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,377 | $58,093-58.0% | $80,022-69.5% | $56,287-56.7% |
| Participation rate | 48.4% | 73.6%-25.3pp | 75.8%-27.5pp | 69.9%-21.5pp |
| Annual return | -7.99% | 34.63%-42.6pp | 11.22%-19.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,450 | $1,933-25.0% | $2,468-41.3% | $2,111-31.3% |
| Participant deferral / active EE | $2,155 | $3,136-31.3% | $3,686-41.5% | $3,350-35.7% |
| Admin fee / account holder | $239 | $623-61.7% | $6,521-96.3% | $521-54.2% |