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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL Service code 15 · EIN 45-5614715 | Recordkeeping | $5,475 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $146,783 | $95,776+53.3% | $162,185-9.5% | $77,775+88.7% |
| Participation rate | 98.9% | 88.6%+10.3pp | 87.6%+11.4pp | 73.2%+25.7pp |
| Annual return | 23.76% | 37.03%-13.3pp | 115.61%-91.8pp | 32.58%-8.8pp |
| Employer contribution / active EE | $5,345 | $3,874+38.0% | $5,613-4.8% | $2,504+113.5% |
| Participant deferral / active EE | $12,238 | $6,125+99.8% | $7,297+67.7% | $3,966+208.6% |
| Admin fee / account holder | $4 | $88-95.9% | $10,844-100.0% | $100-96.4% |