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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) | $13,290 |
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 | $36,451 | $44,873-18.8% | $79,467-54.1% | $56,289-35.2% |
| Participation rate | 97.8% | 68.7%+29.0pp | 73.3%+24.4pp | 69.9%+27.9pp |
| Annual return | -4.57% | 0.81%-5.4pp | 718.30%-722.9pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,302 | $2,140+54.3% | $2,800+17.9% | $2,111+56.4% |
| Participant deferral / active EE | $3,532 | $2,746+28.6% | $3,704-4.6% | $3,350+5.4% |
| Admin fee / account holder | $43 | $418-89.8% | $5,104-99.2% | $521-91.8% |