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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC4 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $93,897 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,311 | $42,367-42.6% | $79,580-69.5% | $64,819-62.5% |
| Participation rate | 87.1% | 64.7%+22.3pp | 69.5%+17.6pp | 71.5%+15.6pp |
| Annual return | -15.06% | -12.23%-2.8pp | 0.15%-15.2pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,071 | $1,181-9.3% | $2,413-55.6% | $2,507-57.3% |
| Participant deferral / active EE | $1,645 | $3,170-48.1% | $3,985-58.7% | $4,311-61.8% |
| Admin fee / account holder | $177 | $160+10.8% | $6,835-97.4% | $188-5.9% |