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, LLC3+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $60,700 |
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 | $154,598 | $46,423+233.0% | $75,906+103.7% | $67,584+128.7% |
| Participation rate | 96.9% | 63.1%+33.9pp | 69.3%+27.6pp | 71.3%+25.6pp |
| Annual return | 22.41% | 32.29%-9.9pp | 30.73%-8.3pp | 378.59%-356.2pp |
| Employer contribution / active EE | $1,816 | $1,406+29.1% | $2,501-27.4% | $2,148-15.5% |
| Participant deferral / active EE | $5,268 | $2,564+105.4% | $3,604+46.2% | $3,540+48.8% |
| Admin fee / account holder | $51 | $132-61.2% | $5,421-99.1% | $142-64.1% |