| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC4+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $48,779 |
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 | $745,635 | $62,543+1092.2% | $83,327+794.8% | $55,727+1238.0% |
| Participation rate | 99.3% | 78.4%+20.9pp | 77.8%+21.5pp | 70.9%+28.4pp |
| Annual return | 15.30% | 14.85%+0.4pp | 10.64%+4.7pp | 244.94%-229.6pp |
| Employer contribution / active EE | $16,698 | $2,427+587.9% | $3,379+394.2% | $2,078+703.5% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $5,565-100.0% | $3,356-100.0% |
| Admin fee / account holder | $158 | $103+53.6% | $7,540-97.9% | $115+37.5% |