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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.6 years Filed as: SAGE RUTTY & CO., INC. Service code 17 · EIN 16-0620690 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $34,486 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,234 | $101,672+7.4% | $147,117-25.7% | $74,478+46.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.74% | 8757.83%-8740.1pp | 420.54%-402.8pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $3,990 | $3,813+4.6% | $4,932-19.1% | $2,626+51.9% |
| Participant deferral / active EE | $10,683 | $7,305+46.2% | $8,065+32.5% | $4,350+145.6% |
| Admin fee / account holder | $236 | $1,753-86.5% | $12,993-98.2% | $1,946-87.9% |