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, LLC7+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $36,143 |
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 | $134,155 | $70,115+91.3% | $70,589+90.1% | $80,187+67.3% |
| Participation rate | 77.5% | 71.7%+5.9pp | 68.4%+9.2pp | 72.9%+4.6pp |
| Annual return | 14.41% | 134.51%-120.1pp | 32.80%-18.4pp | 40.40%-26.0pp |
| Employer contribution / active EE | $1,231 | $3,021-59.2% | $2,977-58.6% | $2,980-58.7% |
| Participant deferral / active EE | $3,956 | $4,495-12.0% | $4,569-13.4% | $5,016-21.1% |
| Admin fee / account holder | $28 | $112-75.2% | $6,430-99.6% | $145-80.8% |