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| Provider | Service type | Compensation |
|---|---|---|
FLYNN FINANCIAL, LLC1 year Filed as: FLYNN FINANCIAL, LLC. Service code 99 | Other Fees | $11,134 |
FLYNN FINANCIAL, LLC7 years Service code 99 · EIN 45-2041617 | Other Fees | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-1468619 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,595 | $65,453+24.7% | $86,691-5.9% | $66,930+21.9% |
| Participation rate | 47.1% | 75.5%-28.4pp | 76.6%-29.5pp | 69.8%-22.8pp |
| Annual return | -16.38% | -10.89%-5.5pp | 35.94%-52.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,883 | $4,102-54.1% | $4,656-59.6% | $4,238-55.6% |
| Admin fee / account holder | $13 | $642-97.9% | $7,492-99.8% | $593-97.8% |