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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1 year Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $17,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,399 | $25,302-74.7% | $74,722-91.4% | $67,579-90.5% |
| Participation rate | 60.5% | 37.8%+22.7pp | 54.5%+6.0pp | 71.3%-10.8pp |
| Annual return | 17.38% | 10291.17%-10273.8pp | 753.11%-735.7pp | 378.56%-361.2pp |
| Employer contribution / active EE | $301 | $446-32.6% | $1,084-72.3% | $2,148-86.0% |
| Participant deferral / active EE | $480 | $954-49.7% | $1,963-75.6% | $3,539-86.4% |
| Admin fee / account holder | $79 | $108-26.5% | $3,335-97.6% | $142-44.4% |