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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC8 years Filed as: PENN MUTUAL LIFE INSURANCE CO. Service code 23 · EIN 22-0952300 INDEPENDENCE SQUARE · PHILADELPHIA, PA 19172 | Insurance services | $0 |
R. TUZZO9+ years Service code 28 · EIN 22-1037050 RARITAN PLAZA III · EDISON, NJ 08857 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 9.57% | 7.22%+2.3pp | 6.70%+2.9pp | 8.21%+1.4pp |
| Employer contribution / active EE | $3,897 | $12,542-68.9% | $25,217-84.5% | $13,841-71.8% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |