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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY3+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $22,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,037 | $76,112-55.3% | $96,534-64.7% | $71,511-52.4% |
| Participation rate | 44.9% | 74.4%-29.5pp | 76.0%-31.1pp | 67.9%-23.1pp |
| Annual return | 18.23% | 22.81%-4.6pp | 25.88%-7.6pp | 28.86%-10.6pp |
| Employer contribution / active EE | $1,201 | $2,248-46.6% | $2,965-59.5% | $2,589-53.6% |
| Participant deferral / active EE | $2,457 | $4,217-41.7% | $4,851-49.3% | $4,291-42.7% |
| Admin fee / account holder | $211 | $2,708-92.2% | $8,253-97.4% | $1,588-86.7% |