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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY3+ years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVENUE, PO BOX 747 · DUBUQUE, IA 520040747 | Recordkeeping | $45,404 |
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.)
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 | $58,556 | $55,453+5.6% | $170,439-65.6% | $62,293-6.0% |
| Participation rate | 50.5% | 66.4%-15.8pp | 83.6%-33.1pp | 69.5%-19.0pp |
| Annual return | 17.15% | 21.38%-4.2pp | 205.94%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $701 | $2,164-67.6% | $5,433-87.1% | $2,042-65.7% |
| Participant deferral / active EE | $2,871 | $2,303+24.7% | $4,939-41.9% | $3,169-9.4% |
| Admin fee / account holder | $372 | $455-18.2% | $13,881-97.3% | $479-22.3% |