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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS7 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 | $39,719 | $61,356-35.3% | $149,696-73.5% | $71,511-44.5% |
| Participation rate | 54.7% | 62.5%-7.8pp | 78.8%-24.0pp | 67.9%-13.2pp |
| Annual return | 18.36% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $900 | $2,382-62.2% | $4,821-81.3% | $2,589-65.3% |
| Participant deferral / active EE | $1,669 | $2,920-42.8% | $5,682-70.6% | $4,291-61.1% |
| Admin fee / account holder | $110 | $1,263-91.3% | $13,212-99.2% | $1,588-93.1% |