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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY3 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Recordkeeping | $33,302 |
OHNWARD FINANCIAL SERVICES5+ years Service code 21 203 NORTH MAIN STREET · MAQUOKETA, IA 52060 | Bank Trustee | $24,305 |
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.
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 | $7,034 | $52,293-86.5% | $178,503-96.1% | $73,412-90.4% |
| Participation rate | 83.9% | 65.3%+18.6pp | 81.9%+2.0pp | 72.2%+11.7pp |
| Annual return | 3.91% | 34.75%-30.8pp | 151.12%-147.2pp | 59.30%-55.4pp |
| Employer contribution / active EE | $459 | $1,736-73.5% | $5,011-90.8% | $2,234-79.4% |
| Participant deferral / active EE | $816 | $2,333-65.0% | $5,202-84.3% | $3,806-78.6% |
| Admin fee / account holder | $64 | $127-49.5% | $13,987-99.5% | $158-59.3% |