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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY5 years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Recordkeeping | $57,287 |
OHNWARD FINANCIAL SERVICES7+ years Service code 21 203 NORTH MAIN STREET · MAQUOKETA, IA 52060 | Bank Trustee | $32,416 |
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 | $11,348 | $46,332-75.5% | $143,799-92.1% | $64,819-82.5% |
| Participation rate | 77.9% | 64.2%+13.7pp | 80.3%-2.4pp | 71.5%+6.5pp |
| Annual return | -15.03% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $964 | $1,911-49.6% | $4,952-80.5% | $2,507-61.5% |
| Participant deferral / active EE | $1,345 | $2,647-49.2% | $5,638-76.1% | $4,311-68.8% |
| Admin fee / account holder | $123 | $154-19.8% | $14,677-99.2% | $188-34.3% |