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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $17,372 |
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 | $14,519 | $31,679-54.2% | $74,723-80.6% | $65,186-77.7% |
| Participation rate | 72.2% | 40.4%+31.8pp | 54.5%+17.7pp | 70.2%+2.0pp |
| Annual return | 16.39% | 39.04%-22.7pp | 753.18%-736.8pp | 29.39%-13.0pp |
| Employer contribution / active EE | $533 | $566-5.8% | $1,084-50.8% | $2,177-75.5% |
| Participant deferral / active EE | $1,508 | $1,191+26.7% | $1,962-23.1% | $3,514-57.1% |
| Admin fee / account holder | $142 | $379-62.4% | $3,335-95.7% | $847-83.2% |