Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,605 |
WELL AND GOOD LLC4 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,978 | $79,151+113.5% | $60,906+177.4% | $64,819+160.7% |
| Participation rate | 96.4% | 77.7%+18.7pp | 73.1%+23.3pp | 71.5%+24.9pp |
| Annual return | -11.38% | -7.12%-4.3pp | 16.94%-28.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $6,394 | $3,052+109.5% | $2,703+136.5% | $2,507+155.0% |
| Participant deferral / active EE | $8,038 | $3,727+115.7% | $3,814+110.8% | $4,311+86.5% |
| Admin fee / account holder | $36 | $106-65.6% | $3,227-98.9% | $188-80.6% |