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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.5 years Filed as: SAGE RUTTY & CO., INC. Service code 17 · EIN 16-0620690 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $28,851 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,775 | $91,439-0.7% | $135,974-33.2% | $71,511+26.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.62% | 29.90%-7.3pp | 68.30%-45.7pp | 28.86%-6.2pp |
| Employer contribution / active EE | $3,769 | $3,705+1.7% | $4,859-22.4% | $2,589+45.6% |
| Participant deferral / active EE | $10,077 | $7,093+42.1% | $7,760+29.9% | $4,291+134.9% |
| Admin fee / account holder | $203 | $1,267-84.0% | $10,767-98.1% | $1,588-87.2% |