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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) | $31,262 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,612 | $63,768-8.1% | $98,506-40.5% | $79,389-26.2% |
| Participation rate | 95.8% | 69.9%+25.9pp | 73.3%+22.5pp | 70.7%+25.1pp |
| Annual return | 18.18% | 626.18%-608.0pp | 1494.92%-1476.7pp | 116.89%-98.7pp |
| Employer contribution / active EE | $1,767 | $2,558-30.9% | $2,961-40.3% | $2,428-27.2% |
| Participant deferral / active EE | $2,689 | $3,305-18.6% | $4,277-37.1% | $4,046-33.5% |
| Admin fee / account holder | $106 | $516-79.4% | $5,955-98.2% | $626-83.0% |