| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC9+ years Service code 28 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Investment Management | $37,758 |
NEWPORT GROUP, INC.9+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 62-1868111 13925 BALLANTYNE CORPORATE PLAZA · CHARLOTTE, NC 28277 | Recordkeeping | $29,906 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $55,799 | $89,282-37.5% | $94,677-41.1% | $74,478-25.1% |
| Participation rate | 73.3% | 82.4%-9.2pp | 80.8%-7.6pp | 70.7%+2.5pp |
| Annual return | 57.55% | 25.96%+31.6pp | 156.95%-99.4pp | 34.37%+23.2pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,001 | $8,425-64.4% | $7,418-59.5% | $4,530-33.7% |
| Admin fee / account holder | $225 | $219+3.1% | $7,222-96.9% | $347-35.1% |