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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 221023032 | Advisory (Participants) | $15,026 |
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 | $37,793 | $50,637-25.4% | $86,582-56.3% | $62,293-39.3% |
| Participation rate | 97.8% | 67.9%+30.0pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 18.86% | 20.80%-1.9pp | 965.08%-946.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,102 | $2,075+49.5% | $2,839+9.2% | $2,042+51.9% |
| Participant deferral / active EE | $3,101 | $2,611+18.8% | $3,609-14.1% | $3,169-2.2% |
| Admin fee / account holder | $50 | $413-87.9% | $4,904-99.0% | $479-89.6% |