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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.2 years Filed as: SAGE RUTTY & CO., INC. Service code 17 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $0 |
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 | $63,853 | $99,957-36.1% | $149,730-57.4% | $73,493-13.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 29.81% | 53.87%-24.1pp | 276.70%-246.9pp | 28.51%+1.3pp |
| Employer contribution / active EE | $3,379 | $3,191+5.9% | $4,645-27.3% | $2,270+48.9% |
| Participant deferral / active EE | $7,158 | $6,073+17.9% | $6,843+4.6% | $3,740+91.4% |
| Admin fee / account holder | $130 | $551-76.5% | $9,310-98.6% | $513-74.7% |