Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONIWDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,278 |
Filed as: RIMKUS, MARCIANO, & ASSOCIATES Service code 14 · EIN 22-2725182 3136 WINTON RD. S, STE 300 · ROCHESTER, NY 14623 | Plan Administrator | $3,250 |
SAGE, RUTTY AND CO., INC.2+ 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 | $15,417 | $46,732-67.0% | $156,551-90.2% | $55,167-72.1% |
| Participation rate | 80.9% | 65.8%+15.1pp | 84.0%-3.1pp | 69.0%+11.9pp |
| Annual return | 9.70% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $968 | $2,105-54.0% | $5,501-82.4% | $1,963-50.7% |
| Participant deferral / active EE | $1,431 | $2,204-35.1% | $4,871-70.6% | $3,054-53.2% |
| Admin fee / account holder | $150 | $418-64.3% | $13,028-98.9% | $504-70.3% |