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, LLC4+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $48,191 |
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 | $149,852 | $51,288+192.2% | $81,988+82.8% | $73,415+104.1% |
| Participation rate | 86.8% | 64.0%+22.9pp | 69.3%+17.6pp | 72.2%+14.7pp |
| Annual return | 18.33% | 29.48%-11.2pp | 41.32%-23.0pp | 59.30%-41.0pp |
| Employer contribution / active EE | $1,427 | $1,487-4.0% | $2,499-42.9% | $2,234-36.1% |
| Participant deferral / active EE | $4,460 | $2,715+64.3% | $3,723+19.8% | $3,806+17.2% |
| Admin fee / account holder | $38 | $125-69.4% | $5,666-99.3% | $158-75.7% |