Filed September 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT COMPANY Service code 26 1000 WESTLAKES DR. STE. 200 · BERWYN, PA 19312 | Advisory (Participants) | $41,703 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $6,472 |
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 | $60,308 | $124,414-51.5% | $115,170-47.6% | $67,579-10.8% |
| Participation rate | 60.2% | 58.1%+2.1pp | 75.9%-15.7pp | 71.3%-11.1pp |
| Annual return | 17.94% | 29.40%-11.5pp | 35.60%-17.7pp | 378.56%-360.6pp |
| Employer contribution / active EE | $1,149 | $1,454-21.0% | $3,179-63.9% | $2,148-46.5% |
| Participant deferral / active EE | $1,745 | $2,331-25.1% | $4,169-58.1% | $3,539-50.7% |
| Admin fee / account holder | $404 | $361+11.9% | $7,089-94.3% | $142+184.3% |