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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC5 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $119,766 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,429 | $106,236-74.2% | $112,263-75.6% | $64,824-57.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.83% | -6.02%-6.8pp | 27.49%-40.3pp | 32.84%-45.7pp |
| Employer contribution / active EE | $2,280 | $3,167-28.0% | $3,636-37.3% | $2,507-9.0% |
| Participant deferral / active EE | $2,377 | $3,786-37.2% | $4,729-49.7% | $4,311-44.9% |
| Admin fee / account holder | $172 | $452-62.0% | $6,410-97.3% | $188-8.5% |