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, LLC5+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $31,736 |
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 | $184,660 | $58,347+216.5% | $85,708+115.5% | $86,828+112.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 10.44% | 18.43%-8.0pp | 21.49%-11.1pp | 97.95%-87.5pp |
| Employer contribution / active EE | $1,511 | $1,751-13.7% | $2,618-42.3% | $2,406-37.2% |
| Participant deferral / active EE | $5,192 | $3,065+69.4% | $3,922+32.4% | $4,132+25.6% |
| Admin fee / account holder | $29 | $147-80.1% | $6,876-99.6% | $170-82.7% |