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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENN MUTUAL LIFE INSURANCE CO. Service code 23 · EIN 22-0952300 INDEPENDENCE SQUARE · PHILADELPHIA, PA 19172 | Insurance services | $0 |
R. TUZZO2+ years Service code 28 · EIN 22-1037050 RARITAN PLAZA III · EDISON, NJ 08857 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 8.73% | 10.98%-2.2pp | 10.53%-1.8pp | 10.41%-1.7pp |
| Employer contribution / active EE | $493 | $15,231-96.8% | $29,360-98.3% | $14,691-96.6% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |