Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Service code 28 · EIN 27-0984119 | Investment Management | $6,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $139,312 | $70,083+98.8% | $59,899+132.6% | $55,725+150.0% |
| Participation rate | 55.8% | 78.4%-22.6pp | 74.7%-18.9pp | 70.9%-15.0pp |
| Annual return | -2.36% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $3,946 | $2,878+37.1% | $2,723+44.9% | $2,078+89.9% |
| Participant deferral / active EE | $3,617 | $3,079+17.5% | $3,402+6.3% | $3,356+7.8% |
| Admin fee / account holder | $7 | $70-89.8% | $3,592-99.8% | $115-93.8% |