Filed May 17, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $5,500 |
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 | $135,912 | $55,002+147.1% | $59,899+126.9% | $56,289+141.5% |
| Participation rate | 52.9% | 75.9%-23.0pp | 74.7%-21.8pp | 69.9%-16.9pp |
| Annual return | -1.40% | 1.13%-2.5pp | 3.46%-4.9pp | -9.96%+8.6pp |
| Employer contribution / active EE | $7,740 | $2,448+216.2% | $2,723+184.3% | $2,111+266.6% |
| Participant deferral / active EE | $7,758 | $3,121+148.6% | $3,402+128.0% | $3,350+131.6% |
| Admin fee / account holder | $35 | $236-85.0% | $3,592-99.0% | $521-93.2% |