Filed July 24, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC1+ years Filed as: WESPAC ADVISORS, LLC Service code 27 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Plan) | $10,269 |
WESPAC PLAN SERVICES, LLC1+ years Service code 13 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Contract Administrator | $10,161 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,152 | $42,772-76.3% | $87,502-88.4% | $55,167-81.6% |
| Participation rate | 80.5% | 66.5%+14.0pp | 73.8%+6.6pp | 69.0%+11.5pp |
| Annual return | 0.17% | 21.20%-21.0pp | 12.21%-12.0pp | 169.23%-169.1pp |
| Employer contribution / active EE | $298 | $1,277-76.7% | $2,550-88.3% | $1,963-84.8% |
| Participant deferral / active EE | $282 | $2,342-88.0% | $3,149-91.0% | $3,054-90.8% |
| Admin fee / account holder | $145 | $461-68.6% | $4,221-96.6% | $504-71.2% |