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.5 years Filed as: SAGE RUTTY & CO INC Service code 27 · EIN 16-0620690 | Advisory (Plan) | $23,067 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC. Service code 14 · EIN 22-2725182 | Plan Administrator | $2,950 |
Filed as: GREAT WEST LIFE & ANNUITY INS. COMP Service code 15 · EIN 84-0467907 | Recordkeeping | $1,380 |
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 | $24,599 | $86,655-71.6% | $119,622-79.4% | $66,938-63.3% |
| Participation rate | 55.0% | 75.6%-20.5pp | 79.3%-24.2pp | 69.8%-14.8pp |
| Annual return | -16.88% | -8.00%-8.9pp | -14.98%-1.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,099 | $2,536-56.7% | $4,232-74.0% | $2,545-56.8% |
| Participant deferral / active EE | $3,180 | $4,358-27.0% | $5,601-43.2% | $4,238-25.0% |
| Admin fee / account holder | $157 | $755-79.3% | $10,328-98.5% | $594-73.6% |