Filed February 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BLAZEK & VETTERLING1 year Service code 10 · EIN 76-0269860 2900 WESLAYAN ST STE 200 · HOUSTON, TX 770275180 | Accounting | $10,520 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $7,042 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,568 | $55,002+4.7% | $59,878-3.9% | $56,287+2.3% |
| Participation rate | 97.9% | 75.9%+21.9pp | 74.7%+23.2pp | 69.9%+28.0pp |
| Annual return | 8.50% | 1.13%+7.4pp | 3.46%+5.0pp | -9.96%+18.5pp |
| Employer contribution / active EE | $3,148 | $2,448+28.6% | $2,722+15.7% | $2,111+49.1% |
| Participant deferral / active EE | $4,549 | $3,121+45.8% | $3,402+33.7% | $3,350+35.8% |
| Admin fee / account holder | $39 | $236-83.6% | $3,590-98.9% | $521-92.6% |