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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC7 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $144,939 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,973 | $83,023-57.9% | $102,437-65.9% | $77,762-55.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.03% | 19.12%-7.1pp | 24.95%-12.9pp | 31.27%-19.2pp |
| Employer contribution / active EE | $2,937 | $3,552-17.3% | $3,871-24.1% | $2,728+7.7% |
| Participant deferral / active EE | $2,553 | $4,110-37.9% | $5,060-49.5% | $4,651-45.1% |
| Admin fee / account holder | $204 | $639-68.1% | $8,388-97.6% | $433-53.0% |