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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC2 years Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $6,500 |
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 | $143,742 | $55,002+161.3% | $59,883+140.0% | $56,287+155.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 8.18% | 1.13%+7.0pp | 3.46%+4.7pp | -9.96%+18.1pp |
| Employer contribution / active EE | $7,055 | $2,448+188.2% | $2,722+159.2% | $2,111+234.2% |
| Participant deferral / active EE | $4,311 | $3,121+38.1% | $3,402+26.7% | $3,350+28.7% |
| Admin fee / account holder | $24 | $236-89.8% | $3,591-99.3% | $521-95.4% |