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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL Service code 15 · EIN 45-5614715 | Recordkeeping | $6,075 |
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 | $143,944 | $81,537+76.5% | $149,721-3.9% | $69,634+106.7% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.1%+12.1pp | 70.7%+28.5pp |
| Annual return | 20.88% | 22.79%-1.9pp | 1501.67%-1480.8pp | 27572.26%-27551.4pp |
| Employer contribution / active EE | $4,934 | $3,239+52.3% | $5,444-9.4% | $2,032+142.8% |
| Participant deferral / active EE | $11,180 | $4,994+123.9% | $6,568+70.2% | $3,224+246.8% |
| Admin fee / account holder | $5 | $107-95.7% | $11,282-100.0% | $110-95.8% |