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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY4 years Service code 15 · EIN 42-0223620 | Recordkeeping | $30,480 |
TOROSO INVESTMENTS6+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $11,895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,260 | $58,888-67.3% | $178,499-89.2% | $73,493-73.8% |
| Participation rate | 86.0% | 66.2%+19.7pp | 81.9%+4.0pp | 70.7%+15.3pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.10%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $561 | $2,236-74.9% | $5,011-88.8% | $2,270-75.3% |
| Participant deferral / active EE | $1,313 | $2,568-48.9% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $151 | $400-62.3% | $13,986-98.9% | $513-70.6% |