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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $31,443 |
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.
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 | $25,360 | $65,453-61.3% | $86,698-70.7% | $66,938-62.1% |
| Participation rate | 32.5% | 75.5%-43.0pp | 76.6%-44.1pp | 69.8%-37.3pp |
| Annual return | -17.44% | -10.89%-6.5pp | 35.95%-53.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $743 | $2,154-65.5% | $2,837-73.8% | $2,545-70.8% |
| Participant deferral / active EE | $1,519 | $4,102-63.0% | $4,656-67.4% | $4,238-64.2% |
| Admin fee / account holder | $266 | $642-58.5% | $7,493-96.4% | $594-55.1% |