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, LLC1+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $42,111 |
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 | $141,991 | $65,292+117.5% | $71,671+98.1% | $77,958+82.1% |
| Participation rate | 78.3% | 67.4%+10.9pp | 68.7%+9.5pp | 71.6%+6.6pp |
| Annual return | 20.07% | 21.25%-1.2pp | 20.65%-0.6pp | 20.87%-0.8pp |
| Employer contribution / active EE | $1,415 | $2,085-32.1% | $2,460-42.5% | $2,310-38.8% |
| Participant deferral / active EE | $4,072 | $3,008+35.4% | $3,438+18.5% | $3,537+15.1% |
| Admin fee / account holder | $38 | $84-55.2% | $5,558-99.3% | $97-61.1% |