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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 14 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Plan Administrator | $14,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,394 | $22,714-67.4% | $59,496-87.6% | $55,191-86.6% |
| Participation rate | 37.8% | 37.5%+0.4pp | 54.6%-16.7pp | 69.2%-31.3pp |
| Annual return | -5.30% | -44.01%+38.7pp | 182.05%-187.3pp | 10.78%-16.1pp |
| Employer contribution / active EE | $351 | $418-16.1% | $1,153-69.6% | $1,899-81.5% |
| Participant deferral / active EE | $584 | $843-30.8% | $1,829-68.1% | $3,046-80.8% |
| Admin fee / account holder | $110 | $83+31.5% | $2,232-95.1% | $91+20.8% |