Filed April 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC3 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $98,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,655 | $39,948-35.8% | $89,435-71.3% | $73,412-65.1% |
| Participation rate | 91.9% | 50.4%+41.5pp | 68.0%+23.9pp | 72.2%+19.7pp |
| Annual return | 14.07% | 50.12%-36.0pp | 245.55%-231.5pp | 59.30%-45.2pp |
| Employer contribution / active EE | $1,280 | $1,200+6.7% | $2,587-50.5% | $2,234-42.7% |
| Participant deferral / active EE | $2,424 | $2,193+10.5% | $3,890-37.7% | $3,806-36.3% |
| Admin fee / account holder | $187 | $134+39.5% | $4,884-96.2% | $158+18.6% |