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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $15,184 |
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.
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 | $12,298 | $25,723-52.2% | $69,182-82.2% | $55,167-77.7% |
| Participation rate | 55.5% | 39.4%+16.1pp | 55.1%+0.4pp | 69.0%-13.5pp |
| Annual return | 4.46% | 9.56%-5.1pp | -21.93%+26.4pp | 169.23%-164.8pp |
| Employer contribution / active EE | $444 | $480-7.7% | $1,206-63.2% | $1,963-77.4% |
| Participant deferral / active EE | $815 | $963-15.4% | $1,897-57.0% | $3,054-73.3% |
| Admin fee / account holder | $131 | $365-64.1% | $2,697-95.1% | $504-74.0% |