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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC2 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
Filed as: TYLER SIMMS & ST SAUVEUR CPAS PC Service code 10 · EIN 02-0476956 19 MORGAN DRIVE · LEBANON, NH 037661408 | Accounting | $5,149 |
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 | $110,359 | $55,002+100.6% | $59,899+84.2% | $56,289+96.1% |
| Participation rate | 95.7% | 75.9%+19.8pp | 74.7%+21.0pp | 69.9%+25.8pp |
| Annual return | -3.59% | 1.13%-4.7pp | 3.46%-7.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,854 | $2,448+139.1% | $2,723+115.0% | $2,111+177.3% |
| Participant deferral / active EE | $5,765 | $3,121+84.7% | $3,402+69.4% | $3,350+72.1% |
| Admin fee / account holder | $36 | $236-84.7% | $3,592-99.0% | $521-93.1% |