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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS8 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,555 | $55,470-21.5% | $155,556-72.0% | $74,478-41.5% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.7pp | 67.2%-12.7pp |
| Annual return | 11.54% | 269.80%-258.3pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $886 | $2,267-60.9% | $4,675-81.0% | $2,626-66.3% |
| Participant deferral / active EE | $1,669 | $2,838-41.2% | $5,631-70.4% | $4,350-61.6% |
| Admin fee / account holder | $144 | $1,744-91.7% | $15,885-99.1% | $1,946-92.6% |