| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC1+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $37,496 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,398 | $48,313+1018.5% | $73,309+637.2% | $52,331+932.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | 33.91% | 3.85%+30.1pp | 5.67%+28.2pp | 4.54%+29.4pp |
| Employer contribution / active EE | $17,598 | $1,661+959.4% | $3,237+443.6% | $1,882+835.2% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $187 | $404-53.8% | $5,635-96.7% | $592-68.5% |