Filed July 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC2 years Service code 27 1710 ADAMS STREET · MADISON, WI 53711 | Advisory (Plan) | $6,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,663 | $45,087+54.5% | $69,483+0.3% | $72,976-4.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.60% | 22.67%-5.1pp | 28.99%-11.4pp | 81.02%-63.4pp |
| Employer contribution / active EE | $3,752 | $2,055+82.6% | $2,780+35.0% | $2,440+53.8% |
| Participant deferral / active EE | $4,345 | $2,603+66.9% | $3,537+22.9% | $3,608+20.4% |
| Admin fee / account holder | $25 | $3,057-99.2% | $3,841-99.4% | $5,124-99.5% |