Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WINDES, INC.2 years Service code 10 · EIN 95-3001179 POST OFFICE BOX 87 · LONG BEACH, CA 908010087 | Accounting | $11,900 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173201 | Recordkeeping Fees | $8,196 |
WELL AND GOOD LLC3 years Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,530 | $74,706+43.9% | $75,717+42.0% | $79,393+35.4% |
| Participation rate | 98.7% | 75.3%+23.4pp | 74.8%+23.9pp | 70.7%+28.0pp |
| Annual return | 14.38% | 18.52%-4.1pp | 104.58%-90.2pp | 116.87%-102.5pp |
| Employer contribution / active EE | $4,954 | $2,590+91.3% | $2,743+80.6% | $2,428+104.1% |
| Participant deferral / active EE | $5,416 | $3,533+53.3% | $3,821+41.7% | $4,046+33.9% |
| Admin fee / account holder | $82 | $374-78.2% | $3,619-97.7% | $627-87.0% |