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| Provider | Service type | Compensation |
|---|---|---|
STEADY STRATEGIES LLC1 year Service code 27 · EIN 82-3346039 4719 PARK NICOLLET AVE SE · PRIOR LAKE, MN 55372 | Advisory (Plan) | $30,998 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 8.53% | 9.45%-0.9pp | 5.04%+3.5pp | 7.65%+0.9pp |
| Employer contribution / active EE | $3,438 | $14,895-76.9% | $26,454-87.0% | $20,582-83.3% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |