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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) | $23,236 |
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 | $50,444 | $66,124-23.7% | $90,461-44.2% | $73,497-31.4% |
| Participation rate | 97.2% | 69.7%+27.5pp | 72.7%+24.5pp | 70.7%+26.5pp |
| Annual return | 15.52% | 17.65%-2.1pp | 1294.76%-1279.2pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,787 | $2,346+18.8% | $3,264-14.6% | $2,270+22.8% |
| Participant deferral / active EE | $3,740 | $3,039+23.1% | $3,964-5.7% | $3,7400% |
| Admin fee / account holder | $78 | $396-80.3% | $5,617-98.6% | $513-84.8% |