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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC6 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $124,680 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,274 | $93,010-70.7% | $96,538-71.7% | $74,473-63.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 14.27% | 37.50%-23.2pp | 35.74%-21.5pp | 34.36%-20.1pp |
| Employer contribution / active EE | $2,870 | $3,427-16.3% | $3,740-23.3% | $2,638+8.8% |
| Participant deferral / active EE | $2,044 | $3,971-48.5% | $4,880-58.1% | $4,530-54.9% |
| Admin fee / account holder | $151 | $633-76.1% | $6,737-97.8% | $347-56.5% |