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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $13,417 |
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.
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 | $4,435 | $22,714-80.5% | $59,496-92.5% | $55,191-92.0% |
| Participation rate | 46.5% | 37.5%+9.0pp | 54.6%-8.1pp | 69.2%-22.7pp |
| Annual return | -4.18% | -44.01%+39.8pp | 182.05%-186.2pp | 10.78%-15.0pp |
| Employer contribution / active EE | $265 | $418-36.6% | $1,153-77.0% | $1,899-86.0% |
| Participant deferral / active EE | $656 | $843-22.2% | $1,829-64.1% | $3,046-78.5% |
| Admin fee / account holder | $56 | $83-32.9% | $2,232-97.5% | $91-38.4% |