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| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1 year Service code 13 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Contract Administrator | $28,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,391 | $61,214-4.6% | $83,327-29.9% | $56,289+3.7% |
| Participation rate | 59.5% | 72.6%-13.0pp | 77.8%-18.2pp | 69.9%-10.3pp |
| Annual return | -2.04% | 0.42%-2.5pp | 10.64%-12.7pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,268 | $1,925-34.1% | $3,379-62.5% | $2,111-39.9% |
| Participant deferral / active EE | $2,280 | $5,091-55.2% | $5,565-59.0% | $3,350-31.9% |
| Admin fee / account holder | $344 | $512-32.7% | $7,540-95.4% | $521-33.9% |