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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 4800 LINGLESTOWN ROAD, SUITE 304 · HARRISBURG, PA 17112 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2986500 130 SOUTH MAIN STREET · MUNCY, PA 17756 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,582 | $106,236-61.8% | $112,263-63.9% | $64,824-37.4% |
| Participation rate | 82.6% | 71.7%+10.9pp | 75.1%+7.5pp | 71.5%+11.1pp |
| Annual return | -11.44% | -6.02%-5.4pp | 27.49%-38.9pp | 32.84%-44.3pp |
| Employer contribution / active EE | $4,635 | $3,167+46.4% | $3,636+27.5% | $2,507+84.9% |
| Participant deferral / active EE | $1,886 | $3,786-50.2% | $4,729-60.1% | $4,311-56.3% |
| Admin fee / account holder | $40 | $452-91.1% | $6,410-99.4% | $188-78.6% |