Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONIWDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,182 |
Filed as: RIMKUS, MARCIANO, & ASSOCIATES Service code 14 · EIN 22-2725182 3136 WINTON RD. S, STE 300 · ROCHESTER, NY 14623 | Plan Administrator | $2,025 |
SAGE, RUTTY AND CO., INC.1+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 146231423 | Advisory (Plan) | $0 |
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 | $14,419 | $46,360-68.9% | $147,617-90.2% | $52,331-72.4% |
| Participation rate | 86.9% | 64.9%+22.0pp | 84.6%+2.3pp | 68.1%+18.8pp |
| Annual return | 1.92% | 1.62%+0.3pp | 61.98%-60.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,021 | $2,126-52.0% | $5,564-81.6% | $1,882-45.7% |
| Participant deferral / active EE | $1,284 | $2,258-43.1% | $4,895-73.8% | $3,022-57.5% |
| Admin fee / account holder | $158 | $766-79.4% | $11,612-98.6% | $592-73.3% |