Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC4 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $14,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,664 | $34,634-95.2% | $77,096-97.8% | $64,819-97.4% |
| Participation rate | 57.0% | 49.8%+7.2pp | 67.9%-10.9pp | 71.5%-14.4pp |
| Annual return | -17.41% | -5.31%-12.1pp | 42.35%-59.8pp | 32.84%-50.3pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $332 | $2,553-87.0% | $4,429-92.5% | $4,311-92.3% |
| Admin fee / account holder | $25 | $178-86.2% | $5,428-99.5% | $188-86.9% |