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, LLC6+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $35,935 |
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 | $125,915 | $44,764+181.3% | $68,815+83.0% | $64,829+94.2% |
| Participation rate | 99.0% | 64.8%+34.3pp | 69.0%+30.0pp | 71.5%+27.5pp |
| Annual return | -17.89% | -10.91%-7.0pp | -6.37%-11.5pp | 32.85%-50.7pp |
| Employer contribution / active EE | $1,480 | $1,775-16.6% | $2,656-44.3% | $2,507-41.0% |
| Participant deferral / active EE | $5,016 | $3,238+54.9% | $3,943+27.2% | $4,312+16.3% |
| Admin fee / account holder | $29 | $151-80.7% | $4,936-99.4% | $188-84.4% |