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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC5 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $34,091 |
WESPAC PLAN SERVICES, LLC5 years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $20,753 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,398 | $61,816+115.8% | $97,260+37.2% | $80,935+64.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 16.94% | -558.73%+575.7pp | 75.54%-58.6pp | 35.66%-18.7pp |
| Employer contribution / active EE | $5,271 | $1,836+187.0% | $2,721+93.7% | $2,757+91.2% |
| Participant deferral / active EE | $12,727 | $3,027+320.5% | $4,262+198.7% | $4,299+196.0% |
| Admin fee / account holder | $466 | $5,166-91.0% | $5,640-91.7% | $6,924-93.3% |