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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC3 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $31,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,198 | $29,369-58.5% | $77,513-84.3% | $73,412-83.4% |
| Participation rate | 58.3% | 37.9%+20.3pp | 54.2%+4.1pp | 72.2%-13.9pp |
| Annual return | 11.24% | 358.15%-346.9pp | 54.81%-43.6pp | 59.30%-48.1pp |
| Employer contribution / active EE | $216 | $406-46.9% | $987-78.1% | $2,234-90.3% |
| Participant deferral / active EE | $686 | $941-27.1% | $1,861-63.1% | $3,806-82.0% |
| Admin fee / account holder | $127 | $123+3.7% | $2,859-95.5% | $158-19.4% |