Filed September 15, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,779 |
WELL AND GOOD LLC5 years Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,600 | $46,534+268.8% | $64,097+167.7% | $75,177+128.3% |
| Participation rate | 93.6% | 65.9%+27.7pp | 72.3%+21.3pp | 67.2%+26.4pp |
| Annual return | 11.67% | 26.07%-14.4pp | 33.75%-22.1pp | 160.75%-149.1pp |
| Employer contribution / active EE | $8,749 | $1,976+342.8% | $2,750+218.2% | $2,671+227.6% |
| Participant deferral / active EE | $5,752 | $2,835+102.9% | $3,881+48.2% | $4,126+39.4% |
| Admin fee / account holder | $68 | $2,957-97.7% | $3,070-97.8% | $5,651-98.8% |