Filed January 23, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY5 years Service code 15 · EIN 42-0223620 | Recordkeeping | $48,719 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,062 | $49,693+10.8% | $70,548-22.0% | $74,440-26.0% |
| Participation rate | 24.3% | 64.7%-40.4pp | 68.3%-44.0pp | 70.7%-46.4pp |
| Annual return | 17.32% | 21.22%-3.9pp | 32.78%-15.5pp | 34.37%-17.1pp |
| Employer contribution / active EE | $428 | $1,773-75.8% | $2,975-85.6% | $2,638-83.8% |
| Participant deferral / active EE | $1,291 | $3,376-61.8% | $4,567-71.7% | $4,529-71.5% |
| Admin fee / account holder | $246 | $316-22.1% | $6,424-96.2% | $348-29.3% |