Filed April 2, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC6 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $113,370 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,183 | $40,435-37.7% | $80,648-68.8% | $74,473-66.2% |
| Participation rate | 100.0% | 47.4%+52.6pp | 67.0%+33.0pp | 70.7%+29.3pp |
| Annual return | 16.19% | 165.22%-149.0pp | 937.21%-921.0pp | 34.36%-18.2pp |
| Employer contribution / active EE | $1,215 | $1,498-18.9% | $2,724-55.4% | $2,638-54.0% |
| Participant deferral / active EE | $2,187 | $2,673-18.2% | $4,443-50.8% | $4,530-51.7% |
| Admin fee / account holder | $183 | $721-74.7% | $5,382-96.6% | $347-47.4% |