Filed January 4, 2018 (most recent of 5 filings on file)
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 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,957 | $111,491-26.5% | $189,537-56.8% | $86,821-5.6% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.8%+10.9pp | 72.3%+26.4pp |
| Annual return | 12.67% | 83.50%-70.8pp | 555.34%-542.7pp | 97.94%-85.3pp |
| Employer contribution / active EE | $5,196 | $3,951+31.5% | $6,161-15.7% | $2,406+116.0% |
| Participant deferral / active EE | $4,845 | $6,437-24.7% | $8,220-41.1% | $4,132+17.3% |
| Admin fee / account holder | $316 | $189+67.3% | $12,048-97.4% | $170+86.2% |