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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 130 S MAIN ST · MUNCY, PA 17756 | Other Services | $0 |
Service code 27 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 060954774 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,326 | $80,781+97.2% | $102,437+55.5% | $74,478+113.9% |
| Participation rate | 97.0% | 65.7%+31.4pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 11.93% | 27.58%-15.6pp | 24.95%-13.0pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $11,970 | $3,160+278.8% | $3,871+209.3% | $2,626+355.8% |
| Participant deferral / active EE | $5,032 | $3,862+30.3% | $5,060-0.6% | $4,350+15.7% |
| Admin fee / account holder | $84 | $2,372-96.5% | $8,388-99.0% | $1,946-95.7% |