Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2 years Service code 15 · EIN 42-0223620 | Recordkeeping | $46,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $141,756 | $65,361+116.9% | $92,903+52.6% | $72,983+94.2% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 21.35% | 42.11%-20.8pp | 109.43%-88.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,105 | $2,594-18.9% | $3,653-42.4% | $2,440-13.7% |
| Participant deferral / active EE | $3,969 | $3,128+26.9% | $4,238-6.3% | $3,608+10.0% |
| Admin fee / account holder | $877 | $4,251-79.4% | $5,795-84.9% | $5,124-82.9% |