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) | $39,846 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,517 | $107,440-50.2% | $105,738-49.4% | $55,725-4.0% |
| Participation rate | 55.8% | 55.5%+0.4pp | 76.3%-20.5pp | 70.9%-15.0pp |
| Annual return | -4.83% | -0.59%-4.2pp | 6.27%-11.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,162 | $1,448-19.8% | $3,268-64.4% | $2,078-44.1% |
| Participant deferral / active EE | $1,761 | $2,171-18.9% | $4,080-56.8% | $3,356-47.5% |
| Admin fee / account holder | $332 | $283+17.2% | $6,913-95.2% | $115+188.2% |