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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC4 years Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $6,850 |
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 | $137,722 | $65,322+110.8% | $70,462+95.5% | $73,493+87.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 3.13% | 15.71%-12.6pp | 109.08%-105.9pp | 28.51%-25.4pp |
| Employer contribution / active EE | $5,877 | $2,460+138.9% | $2,737+114.7% | $2,270+158.9% |
| Participant deferral / active EE | $3,661 | $3,375+8.5% | $3,710-1.3% | $3,740-2.1% |
| Admin fee / account holder | $25 | $214-88.5% | $3,845-99.4% | $513-95.2% |