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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 | $30,803 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,367 | $23,385-64.2% | $69,182-87.9% | $57,658-85.5% |
| Participation rate | 79.9% | 37.9%+42.0pp | 55.1%+24.8pp | 70.2%+9.7pp |
| Annual return | 5.52% | -659.34%+664.9pp | -21.93%+27.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $476 | $422+12.6% | $1,206-60.6% | $1,974-75.9% |
| Participant deferral / active EE | $950 | $843+12.7% | $1,897-49.9% | $3,061-69.0% |
| Admin fee / account holder | $81 | $82-1.5% | $2,697-97.0% | $95-14.5% |