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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.4 years Filed as: SAGE RUTTY & CO., INC. Service code 17 · EIN 16-0620690 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $25,160 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,216 | $84,493-20.4% | $125,381-46.4% | $66,938+0.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -19.30% | -8.49%-10.8pp | 572.31%-591.6pp | 1.58%-20.9pp |
| Employer contribution / active EE | $3,682 | $3,554+3.6% | $4,815-23.5% | $2,545+44.6% |
| Participant deferral / active EE | $9,453 | $6,783+39.4% | $7,448+26.9% | $4,238+123.0% |
| Admin fee / account holder | $188 | $685-72.5% | $10,007-98.1% | $594-68.2% |