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, LLC2+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $42,819 |
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 | $122,971 | $57,606+113.5% | $67,313+82.7% | $75,289+63.3% |
| Participation rate | 88.9% | 68.2%+20.6pp | 69.1%+19.8pp | 72.4%+16.4pp |
| Annual return | -4.26% | -0.47%-3.8pp | -4.08%-0.2pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,469 | $2,206-33.4% | $2,566-42.7% | $2,405-38.9% |
| Participant deferral / active EE | $4,429 | $3,195+38.6% | $3,568+24.1% | $3,739+18.5% |
| Admin fee / account holder | $84 | $83+1.4% | $4,507-98.1% | $102-18.0% |