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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2 years Service code 15 · EIN 42-0223620 | Recordkeeping | $37,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,249 | $61,172+42.6% | $185,851-53.1% | $79,389+9.9% |
| Participation rate | 57.7% | 66.6%-8.9pp | 81.7%-24.0pp | 70.7%-13.0pp |
| Annual return | 14.80% | 19.45%-4.6pp | 122.11%-107.3pp | 116.89%-102.1pp |
| Employer contribution / active EE | $1,864 | $2,321-19.7% | $5,168-63.9% | $2,428-23.2% |
| Participant deferral / active EE | $4,201 | $2,788+50.7% | $5,569-24.6% | $4,046+3.8% |
| Admin fee / account holder | $238 | $710-66.4% | $16,245-98.5% | $626-62.0% |