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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC1+ years Filed as: PENN MUTUAL LIFE INSURANCE CO Service code 23 · EIN 22-0952300 INDEPENDENCE SQUARE · PHILADELPHIA, PA 19172 | Insurance services | $0 |
R. TUZZO1+ years Service code 28 · EIN 22-1037050 RARITAN PLAZA III · EDISON, NJ 08857 | Investment Management | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 0.38% | 4.80%-4.4pp | 7.98%-7.6pp | 4.56%-4.2pp |
| Employer contribution / active EE | $4,568 | $12,906-64.6% | $23,724-80.7% | $15,526-70.6% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |