Filed August 11, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SALIENT PRIVATE CLIENT LLC5 years Service code 27 · EIN 82-1642535 | Advisory (Plan) | $114,849 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,675 |
WRINKLE,GARDNER & COMPANY, P.C.8+ years Service code 10 · EIN 76-0361151 | Accounting | $19,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,709 | $45,959+12.5% | $91,220-43.3% | $77,904-33.6% |
| Participation rate | 78.7% | 66.3%+12.4pp | 73.2%+5.5pp | 73.7%+5.0pp |
| Annual return | -18.16% | -5.32%-12.8pp | 114.01%-132.2pp | 12.21%-30.4pp |
| Employer contribution / active EE | $1,316 | $1,451-9.3% | $2,850-53.8% | $2,848-53.8% |
| Participant deferral / active EE | $4,046 | $3,283+23.3% | $4,234-4.4% | $4,806-15.8% |
| Admin fee / account holder | $173 | $99+74.7% | $5,420-96.8% | $133+30.2% |