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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $15,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,708 | $26,805-52.6% | $59,496-78.6% | $52,331-75.7% |
| Participation rate | 54.6% | 39.3%+15.3pp | 54.6%0pp | 68.1%-13.5pp |
| Annual return | -3.17% | 2.61%-5.8pp | 182.05%-185.2pp | 4.54%-7.7pp |
| Employer contribution / active EE | $436 | $450-3.0% | $1,153-62.1% | $1,882-76.8% |
| Participant deferral / active EE | $902 | $916-1.6% | $1,829-50.7% | $3,022-70.2% |
| Admin fee / account holder | $129 | $305-57.8% | $2,232-94.2% | $592-78.3% |