Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY1+ years Service code 15 · EIN 42-0223620 1398 CENTRAL AVE · DUBUQUE, IA 52001 | Recordkeeping | $75,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,136 | $57,108+12.3% | $94,228-31.9% | $52,331+22.6% |
| Participation rate | 87.9% | 72.9%+15.0pp | 78.8%+9.1pp | 68.1%+19.8pp |
| Annual return | 0.44% | 1.47%-1.0pp | 10.68%-10.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,110 | $1,735+21.6% | $3,587-41.2% | $1,882+12.1% |
| Participant deferral / active EE | $2,796 | $3,040-8.0% | $4,320-35.3% | $3,022-7.5% |
| Admin fee / account holder | $389 | $546-28.9% | $6,269-93.8% | $592-34.3% |