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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC4 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $20,738 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,984 | $39,243-49.1% | $80,784-75.3% | $79,389-74.8% |
| Participation rate | 66.4% | 41.0%+25.4pp | 54.2%+12.3pp | 70.7%-4.3pp |
| Annual return | 9.86% | 98.95%-89.1pp | 87.31%-77.5pp | 116.89%-107.0pp |
| Employer contribution / active EE | $451 | $593-24.0% | $1,160-61.1% | $2,428-81.4% |
| Participant deferral / active EE | $1,143 | $1,262-9.5% | $2,145-46.7% | $4,046-71.7% |
| Admin fee / account holder | $189 | $647-70.8% | $3,380-94.4% | $626-69.9% |