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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL Service code 15 · EIN 45-5614715 | Recordkeeping | $5,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,573 | $82,546+47.3% | $140,019-13.2% | $75,289+61.5% |
| Participation rate | 99.8% | 88.4%+11.5pp | 87.5%+12.3pp | 72.4%+27.4pp |
| Annual return | -9.52% | -0.36%-9.2pp | 651.19%-660.7pp | -0.04%-9.5pp |
| Employer contribution / active EE | $5,280 | $3,856+36.9% | $5,605-5.8% | $2,405+119.6% |
| Participant deferral / active EE | $11,690 | $5,731+104.0% | $6,927+68.8% | $3,739+212.7% |
| Admin fee / account holder | $3 | $86-96.0% | $10,705-100.0% | $102-96.7% |