Filed November 11, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.9+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 14623 | Advisory (Plan) | $25,599 |
MORNINGSTAR7 years Service code 27 | Advisory (Plan) | $1,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,110 | $61,391-62.4% | $149,723-84.6% | $71,529-67.7% |
| Participation rate | 82.1% | 62.5%+19.5pp | 78.8%+3.3pp | 67.9%+14.1pp |
| Annual return | 25.12% | 35.88%-10.8pp | 134.50%-109.4pp | 28.97%-3.8pp |
| Employer contribution / active EE | $1,213 | $2,384-49.1% | $4,821-74.8% | $2,590-53.2% |
| Participant deferral / active EE | $2,521 | $2,921-13.7% | $5,682-55.6% | $4,291-41.3% |
| Admin fee / account holder | $26 | $1,264-97.9% | $13,215-99.8% | $1,588-98.3% |