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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) | $30,153 |
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 | $52,218 | $58,312-10.5% | $86,656-39.7% | $71,529-27.0% |
| Participation rate | 93.6% | 65.0%+28.5pp | 71.7%+21.9pp | 67.9%+25.6pp |
| Annual return | 23.71% | 24.08%-0.4pp | 593.09%-569.4pp | 28.97%-5.3pp |
| Employer contribution / active EE | $3,807 | $2,576+47.8% | $3,025+25.8% | $2,590+47.0% |
| Participant deferral / active EE | $4,492 | $3,439+30.6% | $4,439+1.2% | $4,291+4.7% |
| Admin fee / account holder | $71 | $1,057-93.3% | $5,619-98.7% | $1,588-95.5% |