Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MINNESOTA LIFE COMPANY Service code 10 · EIN 41-0417830 | Accounting | $31,413 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD PS Service code 10 2606 116TH AVE NE SUITE 200 · BELLEVUE, WA 98004 | Accounting | $13,000 |
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).
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 | $13,460 | $75,388-82.1% | $123,553-89.1% | $55,725-75.8% |
| Participation rate | 78.2% | 75.7%+2.5pp | 82.3%-4.1pp | 70.9%+7.4pp |
| Annual return | -2.81% | 4.48%-7.3pp | 119.21%-122.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $836 | $3,063-72.7% | $4,628-81.9% | $2,078-59.8% |
| Participant deferral / active EE | $3,855 | $5,651-31.8% | $6,426-40.0% | $3,356+14.9% |
| Admin fee / account holder | $52 | $120-56.3% | $9,284-99.4% | $115-54.6% |