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 | $80,731+97.4% | $103,374+54.1% | $74,546+113.7% |
| Participation rate | 97.0% | 65.7%+31.4pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 11.93% | 27.56%-15.6pp | 24.89%-13.0pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $11,970 | $3,158+279.1% | $3,869+209.4% | $2,624+356.1% |
| Participant deferral / active EE | $5,032 | $3,860+30.4% | $5,058-0.5% | $4,347+15.7% |
| Admin fee / account holder | $84 | $2,369-96.4% | $8,394-99.0% | $1,944-95.7% |