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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY4 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Recordkeeping | $46,000 |
OHNWARD FINANCIAL SERVICES6+ years Service code 21 203 NORTH MAIN STREET · MAQUOKETA, IA 52060 | Bank Trustee | $32,719 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,868 | $56,511-80.8% | $185,837-94.2% | $86,813-87.5% |
| Participation rate | 77.0% | 65.5%+11.4pp | 81.7%-4.8pp | 72.3%+4.7pp |
| Annual return | 28.89% | 118.12%-89.2pp | 122.08%-93.2pp | 97.93%-69.0pp |
| Employer contribution / active EE | $698 | $1,844-62.1% | $5,168-86.5% | $2,406-71.0% |
| Participant deferral / active EE | $1,113 | $2,554-56.4% | $5,568-80.0% | $4,131-73.1% |
| Admin fee / account holder | $105 | $150-29.7% | $16,241-99.4% | $170-37.9% |