Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $82,972-57.8% | $103,374-66.2% | $77,671-55.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.03% | 19.14%-7.1pp | 24.89%-12.9pp | 31.21%-19.2pp |
| Employer contribution / active EE | $2,937 | $3,554-17.4% | $3,869-24.1% | $2,726+7.7% |
| Participant deferral / active EE | $2,553 | $4,108-37.9% | $5,058-49.5% | $4,648-45.1% |
| Admin fee / account holder | $204 | $639-68.1% | $8,394-97.6% | $430-52.7% |