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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY1+ years Filed as: DUBUQUE BANK & TRUST Service code 21 1398 CENTRAL AVE. PO 747 · DUBUQUE, IA 520010747 | Bank Trustee | $44,932 |
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 | $0 | $53,412-100.0% | $68,509-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 74.7%-74.7pp | 68.1%-68.1pp |
| Annual return | 0.17% | 3.42%-3.3pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,817 | $1,607+13.0% | $2,278-20.2% | $1,882-3.5% |
| Participant deferral / active EE | $2,481 | $2,688-7.7% | $3,382-26.7% | $3,022-17.9% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |