Filed April 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC5 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $106,813 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,895 | $34,634-31.0% | $77,100-69.0% | $64,824-63.1% |
| Participation rate | 93.7% | 49.8%+43.8pp | 67.9%+25.7pp | 71.5%+22.2pp |
| Annual return | -15.97% | -5.31%-10.7pp | 42.35%-58.3pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,306 | $1,385-5.7% | $2,815-53.6% | $2,507-47.9% |
| Participant deferral / active EE | $2,387 | $2,553-6.5% | $4,430-46.1% | $4,311-44.6% |
| Admin fee / account holder | $192 | $178+7.9% | $5,443-96.5% | $188+2.5% |