Filed May 17, 2022
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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) | $8,250 |
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 | $165,080 | $60,795+171.5% | $69,464+137.6% | $65,185+153.2% |
| Participation rate | 95.1% | 74.9%+20.3pp | 74.6%+20.5pp | 70.2%+24.9pp |
| Annual return | 20.20% | 17.46%+2.7pp | 28.98%-8.8pp | 29.38%-9.2pp |
| Employer contribution / active EE | $7,538 | $2,452+207.4% | $2,779+171.2% | $2,177+246.3% |
| Participant deferral / active EE | $8,081 | $3,162+155.6% | $3,536+128.5% | $3,514+130.0% |
| Admin fee / account holder | $36 | $314-88.5% | $3,840-99.1% | $847-95.8% |