| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC10+ years Service code 28 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Investment Management | $86,821 |
NEWPORT GROUP, INC.10+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 13925 BALLANTYNE CORPORATE PLAZA · CHARLOTTE, NC 28277 | Recordkeeping | $69,735 |
Participant contribution per participant 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 | $60,843 | $90,064-32.4% | $100,415-39.4% | $77,762-21.8% |
| Participation rate | 74.4% | 81.3%-6.9pp | 81.5%-7.1pp | 70.6%+3.8pp |
| Annual return | 14.68% | 20.61%-5.9pp | 49.47%-34.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,207 | $8,282-61.3% | $8,091-60.4% | $4,651-31.0% |
| Admin fee / account holder | $257 | $172+49.2% | $7,906-96.8% | $433-40.7% |