Filed April 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC7 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $124,646 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,629 | $45,109-23.2% | $85,240-59.4% | $77,762-55.5% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 10.28% | 79.55%-69.3pp | 66.75%-56.5pp | 31.27%-21.0pp |
| Employer contribution / active EE | $1,553 | $1,602-3.0% | $2,735-43.2% | $2,728-43.1% |
| Participant deferral / active EE | $2,805 | $2,814-0.3% | $4,527-38.0% | $4,651-39.7% |
| Admin fee / account holder | $262 | $915-71.4% | $6,165-95.8% | $433-39.5% |