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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 | $20,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,265 | $23,385-51.8% | $69,182-83.7% | $57,658-80.5% |
| Participation rate | 66.8% | 37.9%+28.9pp | 55.1%+11.7pp | 70.2%-3.4pp |
| Annual return | 5.89% | -659.34%+665.2pp | -21.93%+27.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $169 | $422-60.1% | $1,206-86.0% | $1,974-91.5% |
| Participant deferral / active EE | $773 | $843-8.3% | $1,897-59.2% | $3,061-74.7% |
| Admin fee / account holder | $80 | $82-2.9% | $2,697-97.0% | $95-15.7% |