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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY3 years Service code 15 · EIN 42-0223620 | Recordkeeping | $34,243 |
TOROSO INVESTMENTS5+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $11,713 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,840 | $52,961-60.7% | $172,752-87.9% | $65,185-68.0% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.6pp | 70.2%+16.0pp |
| Annual return | 21.59% | 30.12%-8.5pp | 802.97%-781.4pp | 29.38%-7.8pp |
| Employer contribution / active EE | $635 | $2,190-71.0% | $5,144-87.6% | $2,177-70.8% |
| Participant deferral / active EE | $1,444 | $2,471-41.6% | $5,198-72.2% | $3,514-58.9% |
| Admin fee / account holder | $204 | $472-56.8% | $13,955-98.5% | $847-76.0% |