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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 | $50,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,389 | $65,820-59.9% | $108,745-75.7% | $57,658-54.2% |
| Participation rate | 56.6% | 72.7%-16.1pp | 77.7%-21.1pp | 70.2%-13.6pp |
| Annual return | 5.41% | 21.32%-15.9pp | 46.22%-40.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $922 | $2,285-59.6% | $3,323-72.2% | $1,974-53.3% |
| Participant deferral / active EE | $1,329 | $3,578-62.8% | $5,121-74.0% | $3,061-56.6% |
| Admin fee / account holder | $160 | $91+75.5% | $6,144-97.4% | $95+69.2% |