Filed April 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE STE 110 · HAGATNA, GU 96910 | Recordkeeping | $43,339 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,708 | $30,599-68.3% | $74,577-87.0% | $57,658-83.2% |
| Participation rate | 82.5% | 49.1%+33.4pp | 68.1%+14.4pp | 70.2%+12.3pp |
| Annual return | 10.98% | 14.24%-3.3pp | 20.47%-9.5pp | 5.13%+5.8pp |
| Employer contribution / active EE | $811 | $1,000-18.9% | $2,525-67.9% | $1,974-58.9% |
| Participant deferral / active EE | $1,680 | $1,805-6.9% | $3,458-51.4% | $3,061-45.1% |
| Admin fee / account holder | $77 | $98-21.2% | $4,138-98.1% | $95-18.3% |