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| Provider | Service type | Compensation |
|---|---|---|
SALEM TRUST1 year Filed as: SALEM FIVE WEALTH MANAGEMENT & TRUS Service code 27 210 ESSEX STREET · SALEM, MA 01970 | Advisory (Plan) | $5,975 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,058 | $91,474+187.6% | $135,982+93.5% | $71,529+267.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.92% | 29.89%-12.0pp | 68.32%-50.4pp | 28.97%-11.1pp |
| Employer contribution / active EE | $25,468 | $3,705+587.3% | $4,859+424.1% | $2,590+883.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $22 | $1,267-98.2% | $10,767-99.8% | $1,588-98.6% |