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.7 years Filed as: SAGE RUTTY & CO., INC. Service code 17 · EIN 16-0620690 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $44,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,721 | $75,058+78.2% | $152,301-12.2% | $64,340+107.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 19.00% | 29.93%-10.9pp | 80.50%-61.5pp | 24.14%-5.1pp |
| Employer contribution / active EE | $4,325 | $2,605+66.0% | $4,624-6.5% | $1,862+132.3% |
| Participant deferral / active EE | $12,209 | $5,041+142.2% | $8,004+52.5% | $2,980+309.7% |
| Admin fee / account holder | $307 | $4,050-92.4% | $14,398-97.9% | $3,703-91.7% |