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| Provider | Service type | Compensation |
|---|---|---|
GENWORTH FINANCIAL ADVISORS6+ years Service code 27 · EIN 36-3120284 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,472 | $65,041-39.3% | $90,951-56.6% | $79,858-50.6% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.0%+9.1pp | 69.6%+8.4pp |
| Annual return | 9.55% | 30.45%-20.9pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $611 | $4,536-86.5% | $5,959-89.7% | $5,306-88.5% |