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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 | $146,915 | $73,978+98.6% | $96,515+52.2% | $75,173+95.4% |
| Participation rate | 94.9% | 66.4%+28.5pp | 74.3%+20.6pp | 67.2%+27.7pp |
| Annual return | 16.73% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $8,177 | $2,931+179.0% | $3,740+118.7% | $2,671+206.1% |
| Participant deferral / active EE | $4,541 | $3,660+24.1% | $4,880-6.9% | $4,126+10.0% |
| Admin fee / account holder | $98 | $5,219-98.1% | $6,735-98.6% | $5,651-98.3% |