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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 | Advisory (Plan) | $9,750 |
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 | $114,353 | $57,976+97.2% | $63,018+81.5% | $62,293+83.6% |
| Participation rate | 92.5% | 75.9%+16.6pp | 74.8%+17.7pp | 69.5%+23.0pp |
| Annual return | 14.86% | 17.54%-2.7pp | 87.62%-72.8pp | 28.90%-14.0pp |
| Employer contribution / active EE | $5,482 | $2,415+127.0% | $2,761+98.6% | $2,042+168.4% |
| Participant deferral / active EE | $5,197 | $2,956+75.8% | $3,330+56.1% | $3,169+64.0% |
| Admin fee / account holder | $31 | $276-88.8% | $3,601-99.1% | $479-93.5% |