Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS6 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,415 | $65,125-47.2% | $143,797-76.1% | $66,949-48.6% |
| Participation rate | 71.8% | 65.2%+6.6pp | 80.3%-8.5pp | 69.8%+2.0pp |
| Annual return | -23.13% | -11.13%-12.0pp | -0.04%-23.1pp | 1.57%-24.7pp |
| Employer contribution / active EE | $1,199 | $2,362-49.3% | $4,952-75.8% | $2,545-52.9% |
| Participant deferral / active EE | $2,142 | $2,920-26.6% | $5,638-62.0% | $4,239-49.5% |
| Admin fee / account holder | $120 | $503-76.1% | $14,679-99.2% | $594-79.8% |