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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON FINANCIAL GROUP Service code 26 · EIN 47-1411118 1410 SPRING HILL RD STE 425 · MCLEAN, VA 22102 | Advisory (Participants) | $10,044 |
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 | $36,265 | $43,423-16.5% | $78,676-53.9% | $55,167-34.3% |
| Participation rate | 97.4% | 68.0%+29.3pp | 73.6%+23.8pp | 69.0%+28.4pp |
| Annual return | 9.68% | 11.53%-1.8pp | 62.19%-52.5pp | 169.23%-159.6pp |
| Employer contribution / active EE | $3,560 | $1,997+78.3% | $2,850+24.9% | $1,963+81.4% |
| Participant deferral / active EE | $3,412 | $2,509+36.0% | $3,517-3.0% | $3,054+11.7% |
| Admin fee / account holder | $38 | $416-90.8% | $4,510-99.1% | $504-92.4% |