Filed July 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Service code 27 1710 ADAMS STREET · MADISON, WI 53711 | Advisory (Plan) | $9,750 |
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 | $66,168 | $43,327+52.7% | $59,878+10.5% | $64,186+3.1% |
| Participation rate | 98.7% | 69.2%+29.6pp | 74.7%+24.0pp | 69.6%+29.1pp |
| Annual return | -3.53% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,126 | $2,028+103.4% | $2,722+51.6% | $2,381+73.3% |
| Participant deferral / active EE | $5,117 | $2,546+101.0% | $3,402+50.4% | $3,470+47.5% |
| Admin fee / account holder | $39 | $3,005-98.7% | $3,590-98.9% | $4,888-99.2% |