| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC6+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $6,971 |
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 | $889,387 | $78,781+1028.9% | $100,540+784.6% | $73,415+1111.5% |
| Participation rate | 99.4% | 80.0%+19.4pp | 79.4%+20.0pp | 72.2%+27.2pp |
| Annual return | 23.22% | 31.69%-8.5pp | 30.90%-7.7pp | 59.30%-36.1pp |
| Employer contribution / active EE | $17,330 | $2,420+616.2% | $3,419+406.9% | $2,234+675.8% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $6,272-100.0% | $3,806-100.0% |
| Admin fee / account holder | $19 | $145-86.7% | $8,082-99.8% | $158-87.8% |