Filed September 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT COMPANY Service code 26 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $38,896 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,809 |
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 | $54,961 | $54,390+1.1% | $117,039-53.0% | $69,631-21.1% |
| Participation rate | 60.8% | 58.5%+2.2pp | 77.2%-16.4pp | 70.7%-9.9pp |
| Annual return | 12.70% | 18.33%-5.6pp | 18.95%-6.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $1,152 | $1,357-15.0% | $3,785-69.6% | $2,032-43.3% |
| Participant deferral / active EE | $1,716 | $2,076-17.4% | $3,929-56.3% | $3,224-46.8% |
| Admin fee / account holder | $63 | $98-35.1% | $5,974-98.9% | $110-42.5% |