Retirement plan

PATHWAY MANAGEMENT, INC. PROFIT SHARING PLAN

Name: PATHWAY MANAGEMENT, INC. - PATHWAY MANAGEMENT, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: PATHWAY MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATHWAY MANAGEMENT, INC. PROFIT SHARING PLAN, PATHWAY MANAGEMENT, INC.

PATHWAY MANAGEMENT, INC.EIN 27-1235252Plan #001PY 2017

763 AVERY BLVD NORTH - RIDGELAND, MS 39157601-991-0115

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+34.5% from 2016

Total participants

102

+1.0% from 2016

Average account balance

$37,685

+40.2% from 2016

Annual return

16.86%

+12.61 pp from 2016

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.35M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$89K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

104.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$624K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.45%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5114

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$181K

$1870 / participant

Other / not subdivided$181K100.0%

% of EOY assets

5.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,685

$47,848-21.2%

$81,473-53.7%

$70,126-46.3%

Participation rate

93.8%

58.3%+35.5pp

68.0%+25.9pp

69.5%+24.3pp

Annual return

16.86%

27.25%-10.4pp

38.78%-21.9pp

73.15%-56.3pp

Employer contribution / active EE

$6,392

$1,527+318.5%

$2,568+148.9%

$2,343+172.9%

Participant deferral / active EE

$2,453-100.0%

$3,537-100.0%

$3,332-100.0%

Admin fee / account holder

$1,889

$3,145-39.9%

$4,561-58.6%

$4,645-59.3%

PATHWAY MANAGEMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATHWAY MANAGEMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion