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| Provider | Service type | Compensation |
|---|---|---|
SALEM TRUST1+ years Filed as: SALEM TRUST COMPANY Service code 21 · EIN 56-2075834 | Bank Trustee | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,533 | $75,183+85.6% | $123,894+12.6% | $55,167+152.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 2.48% | 19.01%-16.5pp | 47.52%-45.0pp | 169.23%-166.8pp |
| Employer contribution / active EE | $3,250 | $2,823+15.1% | $4,617-29.6% | $1,963+65.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |