Filed December 24, 2004 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC8+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $54,435 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,458 | $81,301+77.7% | $76,030+90.0% | $200,096-27.8% |
| Participation rate | 98.8% | 70.1%+28.8pp | 69.1%+29.8pp | 72.0%+26.8pp |
| Annual return | 11.04% | 16.31%-5.3pp | 361.54%-350.5pp | 34.26%-23.2pp |
| Employer contribution / active EE | $1,764 | $3,352-47.4% | $2,688-34.4% | $3,038-41.9% |
| Participant deferral / active EE | $5,900 | $4,721+25.0% | $4,257+38.6% | $5,090+15.9% |
| Admin fee / account holder | $41 | $145-72.1% | $6,421-99.4% | $269-84.9% |