Filed July 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC3 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 | $72,371 | $49,255+46.9% | $70,494+2.7% | $79,856-9.4% |
| Participation rate | 96.5% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+26.9pp |
| Annual return | 13.33% | 30.10%-16.8pp | 109.16%-95.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,357 | $2,100+107.5% | $2,738+59.1% | $2,471+76.3% |
| Participant deferral / active EE | $5,330 | $2,768+92.5% | $3,711+43.6% | $3,741+42.5% |
| Admin fee / account holder | $25 | $2,879-99.1% | $3,848-99.4% | $5,306-99.5% |