Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $24,645 |
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 | $14,152 | $80,177-82.3% | $123,894-88.6% | $57,658-75.5% |
| Participation rate | 75.2% | 74.4%+0.7pp | 81.4%-6.2pp | 70.2%+5.0pp |
| Annual return | 215.67% | 17.90%+197.8pp | 47.52%+168.2pp | 5.13%+210.5pp |
| Employer contribution / active EE | $1,203 | $2,913-58.7% | $4,617-73.9% | $1,974-39.0% |
| Participant deferral / active EE | $4,961 | $5,130-3.3% | $5,984-17.1% | $3,061+62.1% |
| Admin fee / account holder | $47 | $106-55.7% | $8,357-99.4% | $95-50.2% |