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| Provider | Service type | Compensation |
|---|---|---|
SALEM TRUST2 years Filed as: SALEM FIVE WEALTH MANAGEMENT & TRUS Service code 27 210 ESSEX STREET · SALEM, MA 01970 | Advisory (Plan) | $27,677 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $258,669 | $106,247+143.5% | $147,096+75.9% | $77,714+232.8% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.4pp | 70.6%+29.0pp |
| Annual return | 7.99% | 56.87%-48.9pp | 419.75%-411.8pp | 31.26%-23.3pp |
| Employer contribution / active EE | $24,080 | $4,069+491.7% | $4,936+387.9% | $2,727+783.1% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $79 | $338-76.5% | $13,005-99.4% | $433-81.7% |