Filed February 5, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 99 · EIN 23-2986500 | Other Fees | $13,645 |
Service code 99 · EIN 23-2748550 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,428 | $197,263-63.8% | $76,667-6.8% | - |
| Participation rate | 89.2% | 67.9%+21.3pp | 72.1%+17.1pp | - |
| Annual return | 20.51% | 16.18%+4.3pp | 1166.74%-1146.2pp | - |
| Employer contribution / active EE | $1,676 | $1,949-14.0% | $2,303-27.2% | - |
| Participant deferral / active EE | $3,340 | $3,315+0.8% | $3,336+0.1% | - |
| Admin fee / account holder | $84 | $14,091-99.4% | $6,423-98.7% | - |