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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $110,321 |
Service code 15 · EIN 20-4780677 | Recordkeeping | $56,565 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 26 · EIN 23-2748550 | Advisory (Participants) | $35,961 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $28,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,399 | $45,000-39.1% | $143,788-80.9% | $77,906-64.8% |
| Participation rate | 84.0% | 66.8%+17.2pp | 80.3%+3.7pp | 73.7%+10.4pp |
| Annual return | 51.64% | 29.03%+22.6pp | -0.03%+51.7pp | 12.16%+39.5pp |
| Employer contribution / active EE | $1,592 | $1,870-14.8% | $4,952-67.8% | $2,846-44.1% |
| Participant deferral / active EE | $4,209 | $3,157+33.3% | $5,638-25.3% | $4,805-12.4% |
| Admin fee / account holder | $158 | $98+60.2% | $14,675-98.9% | $133+19.0% |