| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC8+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $41,749 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $904,882 | $64,612+1300.5% | $86,460+946.6% | $64,829+1295.8% |
| Participation rate | 99.5% | 81.5%+18.1pp | 80.3%+19.2pp | 71.5%+28.0pp |
| Annual return | 6.28% | 0.66%+5.6pp | 4399.82%-4393.5pp | 32.85%-26.6pp |
| Employer contribution / active EE | $17,548 | $2,744+539.4% | $3,771+365.4% | $2,507+599.9% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,954-100.0% | $4,312-100.0% |
| Admin fee / account holder | $9 | $169-94.4% | $6,727-99.9% | $188-95.0% |