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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY1+ years Filed as: DUBUQUE BANK AND TRUST Service code 11 · EIN 42-0223620 1398 CENTRAL AVE · DUBUQUE, IA 52001 | Actuarial | $34,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,384 | $75,183-66.2% | $123,894-79.5% | $55,167-54.0% |
| Participation rate | 66.7% | 72.8%-6.2pp | 81.4%-14.7pp | 69.0%-2.3pp |
| Annual return | -1.68% | 19.01%-20.7pp | 47.52%-49.2pp | 169.23%-170.9pp |
| Employer contribution / active EE | $867 | $2,823-69.3% | $4,617-81.2% | $1,963-55.8% |
| Participant deferral / active EE | $516 | $5,084-89.9% | $5,984-91.4% | $3,054-83.1% |
| Admin fee / account holder | $226 | $663-65.8% | $8,357-97.3% | $504-55.1% |