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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 26 · EIN 23-2748550 | Advisory (Participants) | $8,125 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $5,409 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,687 | $52,293-62.4% | $178,499-89.0% | $73,412-73.2% |
| Participation rate | 82.2% | 65.3%+16.9pp | 81.9%+0.3pp | 72.2%+10.1pp |
| Annual return | 17.02% | 34.75%-17.7pp | 151.10%-134.1pp | 59.30%-42.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,802 | $2,332+20.2% | $5,202-46.1% | $3,806-26.4% |
| Admin fee / account holder | $33 | $127-73.9% | $13,986-99.8% | $158-78.9% |