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| Provider | Service type | Compensation |
|---|---|---|
SALEM TRUST2+ years Filed as: SALEM TRUST COMPANY Service code 21 · EIN 56-2075834 1715 N WESTSHORE BLVD. 7 · TAMPA, FL 33607 | Bank Trustee | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $150,446-100.0% | $136,297-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | -89.33% | 1049.14%-1138.5pp | 5156.19%-5245.5pp | 578.58%-667.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |