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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 99 · EIN 27-3463733 4800 LINGLESTOWN ROAD, SUITE 304 · HARRISBURG, PA 17112 | Other Fees | $22,689 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2986500 130 SOUTH MAIN STREET · MUNCY, PA 17756 | Other Services | $5,411 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,786 | $93,010-51.8% | $96,538-53.6% | $74,473-39.9% |
| Participation rate | 69.1% | 71.6%-2.4pp | 74.3%-5.2pp | 70.7%-1.6pp |
| Annual return | 11.99% | 37.50%-25.5pp | 35.74%-23.7pp | 34.36%-22.4pp |
| Employer contribution / active EE | $5,388 | $3,427+57.2% | $3,740+44.1% | $2,638+104.2% |
| Participant deferral / active EE | $2,441 | $3,971-38.5% | $4,880-50.0% | $4,530-46.1% |
| Admin fee / account holder | $62 | $633-90.1% | $6,737-99.1% | $347-82.0% |