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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS4 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 | $33,895 | $58,895-42.4% | $178,503-81.0% | $73,497-53.9% |
| Participation rate | 61.5% | 66.2%-4.7pp | 81.9%-20.4pp | 70.7%-9.1pp |
| Annual return | 18.15% | 24.86%-6.7pp | 151.12%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $958 | $2,236-57.1% | $5,011-80.9% | $2,270-57.8% |
| Participant deferral / active EE | $1,388 | $2,567-45.9% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $123 | $400-69.3% | $13,987-99.1% | $513-76.1% |