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| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,708 | $46,173-87.6% | $170,439-96.7% | $69,631-91.8% |
| Participation rate | 16.6% | 63.9%-47.3pp | 83.6%-67.0pp | 70.7%-54.1pp |
| Annual return | 20.25% | 21.62%-1.4pp | 205.94%-185.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $225 | $2,080-89.2% | $4,939-95.5% | $3,224-93.0% |
| Admin fee / account holder | $24 | $116-79.4% | $13,881-99.8% | $110-78.4% |