Filed January 15, 2026
Total covered: 7 employees
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 |
|---|---|---|
Filed as: ROEHL & YI INVESTMENT ADV LLC Service code 27 PO BOX 11810 · EUGENE, OR 97440 | Advisory (Plan) | $26,504 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,720 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $2 |
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 | $64,137 | $122,042-47.4% | $184,260-65.2% | $74,459-13.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.12% | 19.91%-4.8pp | 28.84%-13.7pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $8,363 | $4,537+84.3% | $6,427+30.1% | $2,626+218.5% |
| Participant deferral / active EE | $6,953 | $7,143-2.7% | $9,133-23.9% | $4,350+59.9% |
| Admin fee / account holder | $158 | $1,252-87.4% | $13,898-98.9% | $1,945-91.9% |