Filed July 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC4 years Service code 27 1710 ADAMS STREET · MADISON, WI 53711 | Advisory (Plan) | $6,165 |
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 | $81,425 | $53,837+51.2% | $75,714+7.5% | $85,847-5.2% |
| Participation rate | 95.5% | 69.1%+26.5pp | 74.8%+20.7pp | 69.3%+26.2pp |
| Annual return | 13.77% | 24.54%-10.8pp | 104.62%-90.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $4,610 | $2,017+128.5% | $2,744+68.0% | $2,565+79.7% |
| Participant deferral / active EE | $5,192 | $2,895+79.3% | $3,820+35.9% | $3,952+31.4% |
| Admin fee / account holder | $24 | $3,339-99.3% | $3,619-99.3% | $6,261-99.6% |