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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1 year Filed as: ASC HEALTHCARE MASTER PENSION TRUST Service code 28 · EIN 36-6891022 | Investment Management | $903,264 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 72.08% | 10.64%+61.4pp | 90.61%-18.5pp | 11.45%+60.6pp |
| Employer contribution / active EE | $1,744 | $11,339-84.6% | $32,730-94.7% | $17,219-89.9% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |