Filed February 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $60,582 | $60,795-0.3% | $69,464-12.8% | $65,185-7.1% |
| Participation rate | 97.1% | 74.9%+22.3pp | 74.6%+22.5pp | 70.2%+26.9pp |
| Annual return | 5.26% | 17.46%-12.2pp | 28.98%-23.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $3,198 | $2,452+30.4% | $2,779+15.1% | $2,177+46.9% |
| Participant deferral / active EE | $4,445 | $3,162+40.6% | $3,536+25.7% | $3,514+26.5% |
| Admin fee / account holder | $14 | $314-95.5% | $3,840-99.6% | $847-98.3% |