Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $5,509 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $806 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,593 | $70,002-92.0% | $115,038-95.1% | $52,331-89.3% |
| Participation rate | 90.4% | 72.1%+18.2pp | 81.4%+9.0pp | 68.1%+22.2pp |
| Annual return | -6.04% | 4.04%-10.1pp | 26.14%-32.2pp | 4.54%-10.6pp |
| Employer contribution / active EE | $499 | $2,715-81.6% | $4,608-89.2% | $1,882-73.5% |
| Participant deferral / active EE | $3,207 | $4,920-34.8% | $6,026-46.8% | $3,022+6.1% |
| Admin fee / account holder | $20 | $566-96.4% | $8,175-99.8% | $592-96.6% |