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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) | $27,597 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,944 | $51,197-8.3% | $82,726-43.3% | $66,923-29.9% |
| Participation rate | 96.1% | 67.8%+28.3pp | 72.6%+23.6pp | 69.8%+26.3pp |
| Annual return | -14.72% | -9.64%-5.1pp | 701.33%-716.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,467 | $2,611-5.5% | $3,009-18.0% | $2,545-3.1% |
| Participant deferral / active EE | $3,034 | $3,458-12.3% | $4,394-31.0% | $4,237-28.4% |
| Admin fee / account holder | $92 | $416-77.8% | $5,328-98.3% | $593-84.4% |