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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC3+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $108,043 |
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 | $25,663 | $60,545-57.6% | $92,240-72.2% | $69,631-63.1% |
| Participation rate | 96.5% | 72.2%+24.3pp | 76.5%+20.0pp | 70.7%+25.8pp |
| Annual return | 14.78% | 19.71%-4.9pp | 176.29%-161.5pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,969 | $2,633-25.2% | $3,680-46.5% | $2,032-3.1% |
| Participant deferral / active EE | $2,099 | $2,828-25.8% | $3,897-46.1% | $3,224-34.9% |
| Admin fee / account holder | $147 | $145+1.8% | $5,194-97.2% | $110+33.5% |