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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1 year Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $126,819 |
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 | $21,945 | $56,443-61.1% | $83,831-73.8% | $55,725-60.6% |
| Participation rate | 99.5% | 72.0%+27.5pp | 76.1%+23.3pp | 70.9%+28.6pp |
| Annual return | -4.64% | 393.67%-398.3pp | 850.99%-855.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,037 | $2,682-24.0% | $3,631-43.9% | $2,078-2.0% |
| Participant deferral / active EE | $2,050 | $2,965-30.9% | $4,082-49.8% | $3,356-38.9% |
| Admin fee / account holder | $149 | $156-4.8% | $5,479-97.3% | $115+29.1% |