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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY7+ years Filed as: DUBUQUE BANK AND TRUST Service code 21 · EIN 42-0223620 1398 CENTRAL ACE · DUBUQUE, IA 52001 | Bank Trustee | $36,641 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,972 | $82,674-58.9% | $125,381-72.9% | $68,486-50.4% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.4%+0.6pp | 67.9%+15.1pp |
| Annual return | -13.12% | -5.97%-7.2pp | 572.31%-585.4pp | -7.85%-5.3pp |
| Employer contribution / active EE | $987 | $3,382-70.8% | $4,815-79.5% | $2,597-62.0% |
| Participant deferral / active EE | $968 | $6,111-84.2% | $7,448-87.0% | $4,028-76.0% |
| Admin fee / account holder | $295 | $6,277-95.3% | $10,007-97.0% | $5,404-94.5% |