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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2748550 1000 WESTLAKE DRIVE SUITE 200 · BERWYN, PA 19312 | Advisory (Participants) | $34,972 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1000 WESTLAKE DRIVE SUITE 200 · BERWYN, PA 19312 | Recordkeeping Fees | $21,224 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-0349945 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $17,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,114 | $77,677+55.9% | $109,173+10.9% | $79,391+52.6% |
| Participation rate | 91.4% | 67.8%+23.6pp | 75.9%+15.5pp | 70.7%+20.7pp |
| Annual return | 15.03% | 23.44%-8.4pp | 25.75%-10.7pp | 116.88%-101.9pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,714 | $3,517+34.0% | $4,654+1.3% | $4,046+16.5% |
| Admin fee / account holder | $597 | $732-18.5% | $6,755-91.2% | $627-4.8% |