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 | $38,811 |
SWEENEY CONRAD, P.S.5 years Filed as: SWEENEY CONRAD PS Service code 10 10210 NE POINTS DRIVE · KIRKLAND, WA 98033 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,328 | $82,163-68.0% | $125,381-79.0% | $64,819-59.4% |
| Participation rate | 90.1% | 77.9%+12.2pp | 82.4%+7.7pp | 71.5%+18.6pp |
| Annual return | -17.75% | 3.49%-21.2pp | 572.31%-590.1pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,529 | $3,616-57.7% | $4,815-68.2% | $2,507-39.0% |
| Participant deferral / active EE | $6,640 | $7,175-7.5% | $7,448-10.8% | $4,311+54.0% |
| Admin fee / account holder | $44 | $163-73.3% | $10,007-99.6% | $188-76.8% |