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| Provider | Service type | Compensation |
|---|---|---|
GENWORTH FINANCIAL ADVISORS5+ years Service code 27 · EIN 36-3120284 | Advisory (Plan) | $23,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,903 | $58,493-52.3% | $84,021-66.8% | $72,975-61.8% |
| Participation rate | 80.2% | 61.2%+19.0pp | 69.0%+11.2pp | 69.5%+10.8pp |
| Annual return | 16.88% | 28.93%-12.1pp | 71.32%-54.4pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $319 | $4,569-93.0% | $6,102-94.8% | $5,124-93.8% |