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| Provider | Service type | Compensation |
|---|---|---|
SALEM TRUST3 years Filed as: SALEM FIVE WEALTH MANAGEMENT & TRUS Service code 27 210 ESSEX STREET · SALEM, MA 01970 | Advisory (Plan) | $21,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,099 | $242,977+0.5% | $182,262+33.9% | - |
| Participation rate | 99.6% | 81.7%+17.9pp | 84.2%+15.4pp | - |
| Annual return | -2.36% | 3.03%-5.4pp | 140.60%-143.0pp | - |
| Employer contribution / active EE | $26,230 | $5,222+402.3% | $5,046+419.9% | - |
| Participant deferral / active EE | $0 | $7,528-100.0% | $8,276-100.0% | - |
| Admin fee / account holder | $56 | $19,036-99.7% | $16,712-99.7% | - |