Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.6+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 146231423 | Advisory (Plan) | $24,674 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,137 |
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 | $29,764 | $58,895-49.5% | $178,503-83.3% | $73,497-59.5% |
| Participation rate | 94.4% | 66.2%+28.2pp | 81.9%+12.5pp | 70.7%+23.8pp |
| Annual return | 18.76% | 24.86%-6.1pp | 151.12%-132.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,423 | $2,236-36.4% | $5,011-71.6% | $2,270-37.3% |
| Participant deferral / active EE | $3,024 | $2,567+17.8% | $5,202-41.9% | $3,740-19.1% |
| Admin fee / account holder | $23 | $400-94.1% | $13,987-99.8% | $513-95.4% |