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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.7 years Filed as: SAGE RUTTY & CO., INC. Service code 17 · EIN 16-0620690 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $44,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,721 | $82,133+62.8% | $147,318-9.2% | $64,097+108.6% |
| Participation rate | 100.0% | 62.3%+37.7pp | 82.1%+17.9pp | 55.2%+44.8pp |
| Annual return | 19.00% | 78.78%-59.8pp | 70.43%-51.4pp | 34.64%-15.6pp |
| Employer contribution / active EE | $4,325 | $2,872+50.6% | $4,593-5.8% | $1,891+128.6% |
| Participant deferral / active EE | $12,209 | $5,407+125.8% | $7,906+54.4% | $3,080+296.4% |
| Admin fee / account holder | $307 | $3,730-91.8% | $13,708-97.8% | $3,454-91.1% |