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 23-2748550 | 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 | $72,329 | $69,823+3.6% | $76,902-5.9% | $74,473-2.9% |
| Participation rate | 82.8% | 70.0%+12.8pp | 69.6%+13.2pp | 70.7%+12.1pp |
| Annual return | 15.17% | 19.99%-4.8pp | 37.91%-22.7pp | 34.36%-19.2pp |
| Employer contribution / active EE | $1,963 | $2,148-8.6% | $2,534-22.5% | $2,638-25.6% |
| Participant deferral / active EE | $3,943 | $3,558+10.8% | $3,833+2.9% | $4,530-13.0% |
| Admin fee / account holder | $43 | $398-89.1% | $5,479-99.2% | $347-87.5% |