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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS3 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,715 | $52,967-42.0% | $172,753-82.2% | $65,186-52.9% |
| Participation rate | 61.2% | 66.2%-5.0pp | 82.6%-21.5pp | 70.2%-9.0pp |
| Annual return | 23.61% | 30.12%-6.5pp | 803.00%-779.4pp | 29.39%-5.8pp |
| Employer contribution / active EE | $1,002 | $2,190-54.3% | $5,144-80.5% | $2,177-54.0% |
| Participant deferral / active EE | $1,177 | $2,471-52.4% | $5,198-77.3% | $3,514-66.5% |
| Admin fee / account holder | $82 | $472-82.6% | $13,956-99.4% | $847-90.3% |