Filed January 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROEHL & YI INVESTMENT ADV LLC Service code 26 · EIN 93-1249395 | Advisory (Participants) | $72,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,957 | $111,491-26.5% | $189,513-56.8% | $86,799-5.6% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.8%+10.9pp | 72.3%+26.4pp |
| Annual return | 12.67% | 83.50%-70.8pp | 555.15%-542.5pp | 97.91%-85.2pp |
| Employer contribution / active EE | $5,196 | $3,951+31.5% | $6,162-15.7% | $2,405+116.0% |
| Participant deferral / active EE | $4,845 | $6,437-24.7% | $8,221-41.1% | $4,131+17.3% |
| Admin fee / account holder | $316 | $189+67.3% | $12,045-97.4% | $170+86.2% |