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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROEHL & YI INVESTMENT ADVISORS Service code 26 · EIN 93-1249395 | Advisory (Participants) | $16,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,227 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $218 |
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 | $61,492 | $60,545+1.6% | $92,240-33.3% | $69,631-11.7% |
| Participation rate | 50.9% | 72.2%-21.3pp | 76.5%-25.6pp | 70.7%-19.8pp |
| Annual return | 15.84% | 19.71%-3.9pp | 176.29%-160.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,115 | $2,633-57.7% | $3,680-69.7% | $2,032-45.1% |
| Participant deferral / active EE | $3,310 | $2,828+17.1% | $3,897-15.1% | $3,224+2.7% |
| Admin fee / account holder | $77 | $145-47.1% | $5,194-98.5% | $110-30.7% |