Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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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) | $6,000 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $2,503 |
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 | $155,569 | $95,542+62.8% | $69,464+124.0% | $67,579+130.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 16.95% | 17.67%-0.7pp | 28.98%-12.0pp | 378.56%-361.6pp |
| Employer contribution / active EE | $6,480 | $2,989+116.8% | $2,779+133.2% | $2,148+201.7% |
| Participant deferral / active EE | $8,390 | $3,263+157.1% | $3,536+137.3% | $3,539+137.1% |
| Admin fee / account holder | $14 | $90-84.9% | $3,840-99.6% | $142-90.5% |