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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY3 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $69,022 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,108 | $69,159-40.6% | $125,192-67.2% | $67,579-39.2% |
| Participation rate | 86.2% | 78.2%+8.0pp | 79.8%+6.5pp | 71.3%+15.0pp |
| Annual return | 18.43% | 27.12%-8.7pp | 43.79%-25.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $1,516 | $2,023-25.1% | $3,866-60.8% | $2,148-29.4% |
| Participant deferral / active EE | $2,896 | $3,700-21.7% | $4,937-41.4% | $3,539-18.2% |
| Admin fee / account holder | $273 | $142+92.9% | $9,704-97.2% | $142+92.1% |