Filed September 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 63 1 COMMUNITY LANE · EPHRATA, PA 17522 | 12b-1 Fees | $14,969 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $51,591 | $46,761+10.3% | $106,619-51.6% | $57,658-10.5% |
| Participation rate | 59.3% | 56.9%+2.4pp | 78.0%-18.7pp | 70.2%-11.0pp |
| Annual return | 5.54% | 15.77%-10.2pp | 9.42%-3.9pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,129 | $1,274-11.3% | $3,947-71.4% | $1,974-42.8% |
| Participant deferral / active EE | $1,614 | $1,954-17.4% | $3,930-58.9% | $3,061-47.2% |
| Admin fee / account holder | $53 | $97-45.4% | $6,418-99.2% | $95-44.1% |