Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MINNESOTA LIFE COMPANY Service code 13 · EIN 41-0417830 | Contract Administrator | $38,743 |
SWEENEY CONRAD, P.S.2 years Filed as: SWEENEY CONRAD PS Service code 10 2606 116TH AVE NE · 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 | $18,497 | $88,122-79.0% | $141,191-86.9% | $67,579-72.6% |
| Participation rate | 79.7% | 76.5%+3.3pp | 82.5%-2.8pp | 71.3%+8.4pp |
| Annual return | 28.36% | 75.40%-47.0pp | 71.41%-43.0pp | 378.56%-350.2pp |
| Employer contribution / active EE | $1,199 | $3,224-62.8% | $4,736-74.7% | $2,148-44.2% |
| Participant deferral / active EE | $5,599 | $5,958-6.0% | $6,710-16.6% | $3,539+58.2% |
| Admin fee / account holder | $57 | $131-56.6% | $10,264-99.4% | $142-60.0% |