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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 53711 | Consulting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,148 | $57,976+133.1% | $63,018+114.5% | $62,293+117.0% |
| Participation rate | 96.5% | 75.9%+20.5pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 10.78% | 17.54%-6.8pp | 87.62%-76.8pp | 28.90%-18.1pp |
| Employer contribution / active EE | $5,724 | $2,415+137.0% | $2,761+107.3% | $2,042+180.3% |
| Participant deferral / active EE | $3,526 | $2,956+19.3% | $3,330+5.9% | $3,169+11.3% |
| Admin fee / account holder | $24 | $276-91.2% | $3,601-99.3% | $479-94.9% |