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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC3+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $22,293 |
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 | $8,270 | $28,416-70.9% | $73,550-88.8% | $69,631-88.1% |
| Participation rate | 49.3% | 38.3%+11.0pp | 54.9%-5.6pp | 70.7%-21.4pp |
| Annual return | 15.53% | -694.13%+709.7pp | -15.16%+30.7pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $299 | $430-30.6% | $1,219-75.5% | $2,032-85.3% |
| Participant deferral / active EE | $792 | $897-11.7% | $1,804-56.1% | $3,224-75.4% |
| Admin fee / account holder | $91 | $104-12.4% | $2,320-96.1% | $110-17.3% |