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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $2,989 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,196 | $30,107-79.4% | $61,501-89.9% | $64,824-90.4% |
| Participation rate | 35.5% | 36.4%-0.9pp | 52.6%-17.1pp | 71.5%-36.0pp |
| Annual return | 49.61% | -13.99%+63.6pp | 339.04%-289.4pp | 32.84%+16.8pp |
| Employer contribution / active EE | $212 | $537-60.6% | $1,160-81.7% | $2,507-91.6% |
| Participant deferral / active EE | $581 | $1,126-48.4% | $2,125-72.6% | $4,311-86.5% |
| Admin fee / account holder | $10 | $148-93.3% | $2,132-99.5% | $188-94.7% |