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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.7 years Filed as: SAGE RUTTY & CO INC Service code 27 · EIN 16-0620690 100 CORPORATE WOODS STE 300 · ROCHESTER, NY 14623 | Advisory (Plan) | $28,654 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC. Service code 13 · EIN 22-2725182 3136 WINTON RD STE 300 · ROCHESTER, NY 14623 | Contract Administrator | $8,915 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 13 | Contract Administrator | $2,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,061 | $88,137-59.1% | $164,975-78.1% | $74,429-51.5% |
| Participation rate | 45.9% | 73.1%-27.2pp | 78.6%-32.7pp | 67.2%-21.3pp |
| Annual return | 12.32% | 17.13%-4.8pp | 70.12%-57.8pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $865 | $2,597-66.7% | $4,343-80.1% | $2,625-67.1% |
| Participant deferral / active EE | $2,888 | $4,501-35.8% | $6,033-52.1% | $4,348-33.6% |
| Admin fee / account holder | $227 | $2,231-89.8% | $12,688-98.2% | $1,944-88.3% |