Filed August 11, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SALIENT PRIVATE CLIENT LLC2 years Service code 27 · EIN 82-1642535 | Advisory (Plan) | $90,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,400 |
Filed as: WRINKLE, GARDNER & COMPANY, P.C. Service code 10 · EIN 76-0361151 | Accounting | $19,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,665 | $44,734+40.1% | $99,443-37.0% | $67,579-7.3% |
| Participation rate | 84.1% | 66.2%+17.9pp | 73.8%+10.3pp | 71.3%+12.8pp |
| Annual return | 22.86% | 32.45%-9.6pp | 30.72%-7.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,330 | $1,261+5.5% | $2,540-47.6% | $2,148-38.1% |
| Participant deferral / active EE | $4,048 | $2,731+48.2% | $3,619+11.9% | $3,539+14.4% |
| Admin fee / account holder | $177 | $120+48.2% | $6,250-97.2% | $142+24.6% |