Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $3,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,277 | $37,446-88.6% | $77,552-94.5% | $79,856-94.6% |
| Participation rate | 63.0% | 41.5%+21.4pp | 54.2%+8.8pp | 69.6%-6.7pp |
| Annual return | 33.69% | 39.76%-6.1pp | 54.82%-21.1pp | 31.71%+2.0pp |
| Employer contribution / active EE | $1,048 | $637+64.5% | $987+6.2% | $2,471-57.6% |
| Participant deferral / active EE | $1,519 | $1,261+20.5% | $1,861-18.4% | $3,741-59.4% |
| Admin fee / account holder | $49 | $2,506-98.0% | $2,859-98.3% | $5,306-99.1% |