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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $17,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,363 | $23,385-72.8% | $69,182-90.8% | $57,658-89.0% |
| Participation rate | 51.1% | 37.9%+13.2pp | 55.1%-4.0pp | 70.2%-19.1pp |
| Annual return | 5.43% | -659.34%+664.8pp | -21.93%+27.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $287 | $422-32.0% | $1,206-76.2% | $1,974-85.4% |
| Participant deferral / active EE | $773 | $843-8.3% | $1,897-59.3% | $3,061-74.8% |
| Admin fee / account holder | $75 | $82-8.7% | $2,697-97.2% | $95-20.6% |