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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1 year Service code 14 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Plan Administrator | $1,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,616 | $39,286-88.3% | $80,741-94.3% | $79,391-94.2% |
| Participation rate | 35.7% | 41.0%-5.2pp | 54.2%-18.4pp | 70.7%-35.0pp |
| Annual return | 145.16% | 98.95%+46.2pp | 87.30%+57.9pp | 116.88%+28.3pp |
| Employer contribution / active EE | $212 | $594-64.3% | $1,160-81.7% | $2,428-91.3% |
| Participant deferral / active EE | $597 | $1,264-52.8% | $2,145-72.2% | $4,046-85.2% |
| Admin fee / account holder | $13 | $647-98.1% | $3,380-99.6% | $627-98.0% |