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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT, IN Service code 15 · EIN 23-2986500 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Recordkeeping | $15,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,677 | $52,961-55.3% | $172,755-86.3% | $65,185-63.7% |
| Participation rate | 48.5% | 66.2%-17.7pp | 82.6%-34.2pp | 70.2%-21.7pp |
| Annual return | 21.67% | 30.12%-8.5pp | 802.94%-781.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,012 | $2,471-59.0% | $5,198-80.5% | $3,514-71.2% |
| Admin fee / account holder | $171 | $472-63.8% | $13,955-98.8% | $847-79.8% |