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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 130 S MAIN ST · 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 | $119,706 | $64,719+85.0% | $112,249+6.6% | $68,486+74.8% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | -16.28% | -11.40%-4.9pp | 27.48%-43.8pp | -7.85%-8.4pp |
| Employer contribution / active EE | $6,961 | $2,747+153.4% | $3,636+91.5% | $2,597+168.1% |
| Participant deferral / active EE | $4,341 | $3,565+21.7% | $4,729-8.2% | $4,028+7.8% |
| Admin fee / account holder | $57 | $5,232-98.9% | $6,412-99.1% | $5,404-98.9% |