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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1+ years Service code 28 · EIN 27-0984119 | Investment Management | $9,000 |
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 | $100,803 | $68,408+47.4% | $57,196+76.2% | $57,658+74.8% |
| Participation rate | 97.0% | 79.1%+17.9pp | 75.3%+21.7pp | 70.2%+26.8pp |
| Annual return | 5.97% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $10,149 | $2,869+253.7% | $2,683+278.3% | $1,974+414.2% |
| Participant deferral / active EE | $1,546 | $2,903-46.7% | $3,096-50.1% | $3,061-49.5% |
| Admin fee / account holder | $13 | $70-80.7% | $3,141-99.6% | $95-85.8% |