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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGE RUTTY & CO., INC. Service code 17 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $12,742 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,249 | $89,652-49.5% | $141,191-68.0% | $65,185-30.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 25.62% | 32.79%-7.2pp | 71.41%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $3,059 | $3,065-0.2% | $4,736-35.4% | $2,177+40.5% |
| Participant deferral / active EE | $6,029 | $5,691+5.9% | $6,710-10.2% | $3,514+71.6% |
| Admin fee / account holder | $103 | $569-81.9% | $10,264-99.0% | $847-87.9% |