Filed February 5, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 24-2858362 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,232 | $50,199+31.9% | $69,890-5.2% | $66,949-1.1% |
| Participation rate | 88.8% | 66.3%+22.5pp | 70.5%+18.4pp | 69.8%+19.0pp |
| Annual return | -16.39% | -13.85%-2.5pp | 190.84%-207.2pp | 1.57%-18.0pp |
| Employer contribution / active EE | $1,928 | $1,864+3.5% | $2,560-24.7% | $2,545-24.2% |
| Participant deferral / active EE | $3,820 | $3,112+22.8% | $3,848-0.7% | $4,239-9.9% |
| Admin fee / account holder | $44 | $600-92.6% | $6,267-99.3% | $594-92.5% |