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| 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 | $88,360+51.3% | $145,433-8.1% | $67,986+96.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 19.00% | 63.15%-44.2pp | 66.58%-47.6pp | 31.67%-12.7pp |
| Employer contribution / active EE | $4,325 | $3,054+41.6% | $4,554-5.0% | $2,019+114.2% |
| Participant deferral / active EE | $12,209 | $5,932+105.8% | $7,897+54.6% | $3,358+263.6% |
| Admin fee / account holder | $307 | $3,313-90.7% | $13,129-97.7% | $3,203-90.4% |