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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,237 | $61,166-29.3% | $185,849-76.7% | $79,391-45.5% |
| Participation rate | 55.5% | 66.6%-11.1pp | 81.7%-26.2pp | 70.7%-15.2pp |
| Annual return | 17.50% | 19.45%-1.9pp | 122.10%-104.6pp | 116.88%-99.4pp |
| Employer contribution / active EE | $1,154 | $2,321-50.3% | $5,169-77.7% | $2,428-52.5% |
| Participant deferral / active EE | $1,689 | $2,789-39.4% | $5,569-69.7% | $4,046-58.2% |
| Admin fee / account holder | $117 | $710-83.5% | $16,244-99.3% | $627-81.3% |