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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2+ years Filed as: ASC TRUST CORPORATION Service code 15 12O FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $6,925 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,599 | $25,723-86.0% | $69,182-94.8% | $55,167-93.5% |
| Participation rate | 98.3% | 39.4%+58.9pp | 55.1%+43.2pp | 69.0%+29.3pp |
| Annual return | 7.90% | 9.56%-1.7pp | -21.93%+29.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $352 | $480-26.8% | $1,206-70.8% | $1,963-82.1% |
| Participant deferral / active EE | $1,482 | $963+53.8% | $1,897-21.9% | $3,054-51.5% |
| Admin fee / account holder | $35 | $365-90.3% | $2,697-98.7% | $504-93.0% |