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| Provider | Service type | Compensation |
|---|---|---|
GENWORTH FINANCIAL ADVISORS1+ years Service code 27 · EIN 36-3120284 | Advisory (Plan) | $23,544 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,445 | $39,245-50.5% | $64,105-69.7% | $52,331-62.8% |
| Participation rate | 92.9% | 58.2%+34.6pp | 68.2%+24.7pp | 68.1%+24.8pp |
| Annual return | -1.90% | 14.79%-16.7pp | 791.24%-793.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $184 | $592-69.0% | $4,499-95.9% | $592-68.9% |