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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY4+ years Filed as: DUBUQUE BANK AND TRUST Service code 21 · EIN 42-0223620 1398 CENTRAL ACE · DUBUQUE, IA 52001 | Bank Trustee | $42,122 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,783 | $89,652-60.1% | $141,191-74.7% | $65,185-45.1% |
| Participation rate | 60.4% | 74.7%-14.3pp | 82.5%-22.0pp | 70.2%-9.8pp |
| Annual return | 5.47% | 32.79%-27.3pp | 71.41%-65.9pp | 29.38%-23.9pp |
| Employer contribution / active EE | $875 | $3,065-71.4% | $4,736-81.5% | $2,177-59.8% |
| Participant deferral / active EE | $747 | $5,691-86.9% | $6,710-88.9% | $3,514-78.8% |
| Admin fee / account holder | $332 | $569-41.7% | $10,264-96.8% | $847-60.9% |