Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $101,451 |
Filed as: UMB RETIREMENT PLAN SERVICES Service code 27 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Plan) | $34,184 |
DUBUQUE BANK & TRUST COMPANY8 years Service code 15 · EIN 42-0223620 | Recordkeeping | $12,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,367 | $64,728+180.2% | $102,184+77.5% | $64,728+180.2% |
| Participation rate | 99.7% | 57.9%+41.8pp | 82.6%+17.1pp | 57.9%+41.8pp |
| Annual return | 10.37% | 49.38%-39.0pp | 31.58%-21.2pp | 49.38%-39.0pp |
| Employer contribution / active EE | $8,352 | $2,243+272.4% | $3,594+132.4% | $2,243+272.4% |
| Participant deferral / active EE | $7,433 | $2,729+172.3% | $8,309-10.5% | $2,729+172.3% |
| Admin fee / account holder | $332 | $1,145-71.0% | $11,609-97.1% | $1,145-71.0% |