Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.4+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 146231423 | Advisory (Plan) | $20,055 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 34 · EIN 22-2725182 3136 WINTON RD. S., STE 300 · ROCHESTER, NY 14623 | Account maintenance fees; Direct paym... | $3,973 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $1,050 |
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 | $19,977 | $47,977-58.4% | $154,108-87.0% | $56,289-64.5% |
| Participation rate | 81.9% | 66.2%+15.7pp | 83.0%-1.1pp | 69.9%+12.1pp |
| Annual return | -5.00% | 3.54%-8.5pp | 735.21%-740.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,142 | $2,169-47.3% | $5,298-78.4% | $2,111-45.9% |
| Participant deferral / active EE | $2,018 | $2,392-15.6% | $5,081-60.3% | $3,350-39.8% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |