Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.5+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 146231423 | Advisory (Plan) | $21,511 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 34 · EIN 22-2725182 3136 WINTON RD. S., STE 300 · ROCHESTER, NY 14623 | Participant loan processing; Account ... | $4,205 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $1,037 |
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 | $25,478 | $52,967-51.9% | $172,753-85.3% | $65,186-60.9% |
| Participation rate | 80.6% | 66.2%+14.4pp | 82.6%-2.1pp | 70.2%+10.4pp |
| Annual return | 25.43% | 30.12%-4.7pp | 803.00%-777.6pp | 29.39%-4.0pp |
| Employer contribution / active EE | $1,068 | $2,190-51.2% | $5,144-79.2% | $2,177-50.9% |
| Participant deferral / active EE | $2,315 | $2,471-6.3% | $5,198-55.5% | $3,514-34.1% |
| Admin fee / account holder | $49 | $472-89.6% | $13,956-99.6% | $847-94.2% |