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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2 years Filed as: WESPAC ADVISORS, LLC Service code 13 · EIN 26-2824668 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,740 | $52,293+18.1% | $178,503-65.4% | $73,412-15.9% |
| Participation rate | 50.4% | 65.3%-15.0pp | 81.9%-31.6pp | 72.2%-21.8pp |
| Annual return | 17.78% | 34.75%-17.0pp | 151.12%-133.3pp | 59.30%-41.5pp |
| Employer contribution / active EE | $1,474 | $1,736-15.1% | $5,011-70.6% | $2,234-34.0% |
| Participant deferral / active EE | $3,507 | $2,333+50.3% | $5,202-32.6% | $3,806-7.9% |
| Admin fee / account holder | $25 | $127-80.5% | $13,987-99.8% | $158-84.3% |