| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC3+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $42,786 |
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 | $730,225 | $65,592+1013.3% | $90,161+709.9% | $69,634+948.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 35.59% | 57.10%-21.5pp | 34.89%+0.7pp | 27572.26%-27536.7pp |
| Employer contribution / active EE | $16,796 | $2,193+665.9% | $3,318+406.2% | $2,032+726.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $5,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $156 | $86+82.4% | $5,943-97.4% | $110+41.5% |