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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC7 years Filed as: PENN MUTUAL LIFE INSURANCE CO. Service code 23 · EIN 22-0952300 INDEPENDENCE SQUARE · PHILADELPHIA, PA 19172 | Insurance services | $0 |
R. TUZZO8+ years Service code 28 · EIN 22-1037050 RARITAN PLAZA III · EDISON, NJ 08857 | Investment Management | $0 |
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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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 8.52% | 9.49%-1.0pp | 15.31%-6.8pp | 9.89%-1.4pp |
| Employer contribution / active EE | $6,500 | $12,214-46.8% | $28,686-77.3% | $14,313-54.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |