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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 | $156,318+56.2% | $145,433+67.8% | - |
| Participation rate | 99.6% | 68.6%+31.0pp | 82.1%+17.5pp | - |
| Annual return | -2.36% | 26.27%-28.6pp | 66.58%-68.9pp | - |
| Employer contribution / active EE | $26,230 | $3,387+674.4% | $4,554+475.9% | - |
| Participant deferral / active EE | $0 | $6,196-100.0% | $7,897-100.0% | - |
| Admin fee / account holder | $56 | $8,746-99.4% | $13,129-99.6% | - |