Filed September 15, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $6,350 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,003 |
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 | $142,146 | $65,322+117.6% | $70,494+101.6% | $73,497+93.4% |
| Participation rate | 74.8% | 77.0%-2.1pp | 75.1%-0.3pp | 70.7%+4.1pp |
| Annual return | 38.54% | 15.71%+22.8pp | 109.16%-70.6pp | 28.51%+10.0pp |
| Employer contribution / active EE | $8,270 | $2,460+236.2% | $2,738+202.0% | $2,270+264.3% |
| Participant deferral / active EE | $3,740 | $3,375+10.8% | $3,711+0.8% | $3,7400% |
| Admin fee / account holder | $36 | $214-83.3% | $3,848-99.1% | $513-93.0% |