Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $5,816 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,356 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $218 |
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 | $57,631 | $70,083-17.8% | $59,899-3.8% | $55,725+3.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.88% | 3.13%-7.0pp | 3.46%-7.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,430 | $2,878+19.2% | $2,723+26.0% | $2,078+65.1% |
| Participant deferral / active EE | $4,073 | $3,079+32.3% | $3,402+19.7% | $3,356+21.4% |
| Admin fee / account holder | $15 | $70-79.1% | $3,592-99.6% | $115-87.3% |