Filed August 11, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SALIENT PRIVATE CLIENT LLC7 years Service code 27 · EIN 82-1642535 | Advisory (Plan) | $138,640 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $120,544 |
WRINKLE,GARDNER & COMPANY, P.C.10+ years Service code 10 · EIN 76-0361151 | Accounting | $21,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,088 | $58,336-3.9% | $97,226-42.3% | $199,593-71.9% |
| Participation rate | 89.1% | 63.8%+25.3pp | 72.7%+16.4pp | 72.0%+17.1pp |
| Annual return | 16.88% | 32.81%-15.9pp | 75.13%-58.3pp | 34.25%-17.4pp |
| Employer contribution / active EE | $1,932 | $1,416+36.4% | $2,729-29.2% | $3,034-36.3% |
| Participant deferral / active EE | $5,283 | $3,240+63.0% | $4,264+23.9% | $5,087+3.9% |
| Admin fee / account holder | $173 | $114+51.6% | $5,654-96.9% | $269-35.7% |