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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SALIENT CAPITAL L P Service code 27 · EIN 04-2647786 | Advisory (Plan) | $34,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,757 | $61,616+70.0% | $105,754-0.9% | $55,167+89.9% |
| Participation rate | 50.0% | 72.9%-22.9pp | 78.9%-28.9pp | 69.0%-19.0pp |
| Annual return | 5.97% | 11.15%-5.2pp | 12.25%-6.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,949 | $4,213-30.0% | $5,326-44.6% | $3,054-3.4% |
| Admin fee / account holder | $485 | $379+28.2% | $8,309-94.2% | $504-3.7% |