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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1 year Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $10,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,523 | $49,138-72.5% | $84,020-83.9% | $65,185-79.3% |
| Participation rate | 57.1% | 60.7%-3.6pp | 69.0%-11.9pp | 70.2%-13.1pp |
| Annual return | 26.76% | 23.00%+3.8pp | 71.31%-44.5pp | 29.38%-2.6pp |
| Employer contribution / active EE | $445 | $914-51.3% | $1,984-77.6% | $2,177-79.5% |
| Participant deferral / active EE | $1,141 | $2,397-52.4% | $3,239-64.8% | $3,514-67.5% |
| Admin fee / account holder | $122 | $543-77.6% | $6,101-98.0% | $847-85.6% |