Filed April 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC4 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $115,241 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,400 | $41,647-29.4% | $96,171-69.4% | $86,821-66.1% |
| Participation rate | 93.0% | 50.3%+42.7pp | 68.4%+24.6pp | 72.3%+20.7pp |
| Annual return | 12.52% | 27.24%-14.7pp | 192.04%-179.5pp | 97.94%-85.4pp |
| Employer contribution / active EE | $1,327 | $1,328-0.1% | $2,799-52.6% | $2,406-44.8% |
| Participant deferral / active EE | $2,476 | $2,412+2.6% | $4,350-43.1% | $4,132-40.1% |
| Admin fee / account holder | $230 | $169+36.1% | $5,538-95.8% | $170+35.9% |