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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC3 years Filed as: PENN MUTUAL LIFE INSURANCE CO. Service code 23 · EIN 22-0952300 INDEPENDENCE SQUARE · PHILADELPHIA, PA 19172 | Insurance services | $0 |
R. TUZZO4+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 4.19% | 13.58%-9.4pp | 18.06%-13.9pp | 13.59%-9.4pp |
| Employer contribution / active EE | $3,905 | $15,445-74.7% | $30,411-87.2% | $14,592-73.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |