Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $80,748+97.3% | $102,383+55.6% | $74,429+114.1% |
| Participation rate | 97.0% | 65.7%+31.4pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 11.93% | 27.57%-15.6pp | 24.94%-13.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $11,970 | $3,159+278.9% | $3,870+209.3% | $2,625+356.0% |
| Participant deferral / active EE | $5,032 | $3,861+30.3% | $5,060-0.5% | $4,348+15.7% |
| Admin fee / account holder | $84 | $2,371-96.5% | $8,391-99.0% | $1,944-95.7% |