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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $27,855 |
BARNES WENDLING CPAS INC1 year Filed as: BARNES WENDLING CPAS, INC. Service code 99 · EIN 34-1463411 | Other Fees | $11,500 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,252 | $61,214-32.6% | $83,327-50.5% | $56,289-26.7% |
| Participation rate | 94.2% | 72.6%+21.6pp | 77.8%+16.5pp | 69.9%+24.4pp |
| Annual return | -5.69% | 0.42%-6.1pp | 10.64%-16.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,021 | $1,925+5.0% | $3,379-40.2% | $2,111-4.3% |
| Participant deferral / active EE | $7,340 | $5,091+44.2% | $5,565+31.9% | $3,350+119.1% |
| Admin fee / account holder | $111 | $512-78.2% | $7,540-98.5% | $521-78.6% |