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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) | $25,307 |
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 | $41,870 | $51,620-18.9% | $90,324-53.6% | $65,186-35.8% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.4pp | 70.2%+27.5pp |
| Annual return | 20.45% | 24.94%-4.5pp | 78.15%-57.7pp | 29.39%-8.9pp |
| Employer contribution / active EE | $2,763 | $2,235+23.7% | $2,856-3.2% | $2,177+27.0% |
| Participant deferral / active EE | $3,871 | $2,871+34.9% | $3,885-0.4% | $3,514+10.2% |
| Admin fee / account holder | $79 | $384-79.5% | $5,356-98.5% | $847-90.7% |