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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY3+ years Filed as: DUBUQUE BANK AND TRUST Service code 21 · EIN 42-0223620 1398 CENTRAL ACE · DUBUQUE, IA 52001 | Bank Trustee | $45,125 |
Participant contribution per participant 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 | $28,478 | $73,102-61.0% | $123,552-77.0% | $56,287-49.4% |
| Participation rate | 76.2% | 74.3%+1.9pp | 82.3%-6.1pp | 69.9%+6.3pp |
| Annual return | 4.93% | 3.01%+1.9pp | 119.20%-114.3pp | -9.96%+14.9pp |
| Employer contribution / active EE | $763 | $2,977-74.4% | $4,628-83.5% | $2,111-63.9% |
| Participant deferral / active EE | $729 | $5,423-86.6% | $6,426-88.7% | $3,350-78.2% |
| Admin fee / account holder | $286 | $554-48.4% | $9,285-96.9% | $521-45.2% |