Filed April 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC3+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE STE 110 · HAGATNA, GU 96910 | Recordkeeping | $59,891 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,376 | $31,424-57.4% | $81,473-83.6% | $69,631-80.8% |
| Participation rate | 86.0% | 50.8%+35.2pp | 68.0%+18.0pp | 70.7%+15.3pp |
| Annual return | 20.32% | 22.44%-2.1pp | 38.78%-18.5pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,031 | $1,029+0.2% | $2,568-59.8% | $2,032-49.3% |
| Participant deferral / active EE | $1,882 | $1,838+2.4% | $3,537-46.8% | $3,224-41.6% |
| Admin fee / account holder | $98 | $103-4.5% | $4,561-97.9% | $110-11.2% |