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 | $52,641 |
SWEENEY CONRAD, P.S.3 years Filed as: SWEENEY CONRAD PS Service code 10 10210 NE POINTS DRIVE · KIRKLAND, WA 98033 | Accounting | $13,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,824 | $100,801-72.4% | $149,745-81.4% | $73,412-62.1% |
| Participation rate | 83.9% | 77.7%+6.2pp | 82.5%+1.4pp | 72.2%+11.7pp |
| Annual return | 19.34% | 265.34%-246.0pp | 276.72%-257.4pp | 59.30%-40.0pp |
| Employer contribution / active EE | $1,405 | $3,312-57.6% | $4,646-69.8% | $2,234-37.1% |
| Participant deferral / active EE | $5,980 | $6,404-6.6% | $6,843-12.6% | $3,806+57.1% |
| Admin fee / account holder | $88 | $181-51.4% | $9,312-99.1% | $158-44.4% |