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) | $34,924 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $10,093 |
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.)
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 | $65,738 | $58,101+13.1% | $118,946-44.7% | $73,412-10.5% |
| Participation rate | 56.5% | 56.1%+0.4pp | 75.4%-18.9pp | 72.2%-15.7pp |
| Annual return | 7.50% | 20.56%-13.1pp | 35.89%-28.4pp | 59.30%-51.8pp |
| Employer contribution / active EE | $1,196 | $1,445-17.2% | $3,263-63.3% | $2,234-46.4% |
| Participant deferral / active EE | $1,872 | $2,400-22.0% | $4,266-56.1% | $3,806-50.8% |
| Admin fee / account holder | $376 | $138+172.0% | $6,581-94.3% | $158+137.9% |