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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC3+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $15,488 |
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 | $12,272 | $31,388-60.9% | $73,550-83.3% | $62,293-80.3% |
| Participation rate | 78.2% | 39.9%+38.3pp | 54.9%+23.3pp | 69.5%+8.7pp |
| Annual return | 12.55% | 25.34%-12.8pp | -15.16%+27.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $511 | $498+2.7% | $1,219-58.0% | $2,042-75.0% |
| Participant deferral / active EE | $1,094 | $1,028+6.4% | $1,804-39.4% | $3,169-65.5% |
| Admin fee / account holder | $116 | $299-61.1% | $2,320-95.0% | $479-75.7% |