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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC6 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $101,440 |
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 | $27,229 | $54,245-49.8% | $93,727-70.9% | $77,762-65.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 10.44% | 30.58%-20.1pp | 133.83%-123.4pp | 31.27%-20.8pp |
| Employer contribution / active EE | $1,332 | $1,168+14.1% | $2,421-45.0% | $2,728-51.2% |
| Participant deferral / active EE | $2,142 | $3,144-31.9% | $4,417-51.5% | $4,651-53.9% |
| Admin fee / account holder | $182 | $575-68.4% | $8,292-97.8% | $433-58.0% |