Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIMKUS, MARCIANO, & ASSOCIATES Service code 14 · EIN 22-2725182 3136 WINTON RD. S, STE 300 · ROCHESTER, NY 14623 | Plan Administrator | $17,657 |
MORNINGSTAR1 year Service code 15 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Recordkeeping | $0 |
SAGE, RUTTY AND CO., INC.3+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 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 | $23,170 | $55,453-58.2% | $170,435-86.4% | $62,293-62.8% |
| Participation rate | 84.8% | 66.4%+18.4pp | 83.6%+1.2pp | 69.5%+15.3pp |
| Annual return | 20.36% | 21.38%-1.0pp | 205.94%-185.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,080 | $2,164-50.1% | $5,432-80.1% | $2,042-47.1% |
| Participant deferral / active EE | $1,722 | $2,303-25.2% | $4,939-65.1% | $3,169-45.7% |
| Admin fee / account holder | $56 | $455-87.7% | $13,881-99.6% | $479-88.3% |