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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 2500 MONROE BLVD, SUITE 100 · AUDUBON, PA 19403 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2748550 130 S MAIN ST · MUNCY, PA 17756 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,773 | $79,223+43.6% | $102,460+11.0% | $74,478+52.8% |
| Participation rate | 93.9% | 74.8%+19.1pp | 76.5%+17.4pp | 67.2%+26.6pp |
| Annual return | 14.99% | 54.98%-40.0pp | 29.47%-14.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,684 | $2,363-28.8% | $3,025-44.3% | $2,626-35.9% |
| Participant deferral / active EE | $6,734 | $4,417+52.5% | $5,056+33.2% | $4,350+54.8% |
| Admin fee / account holder | $587 | $2,003-70.7% | $9,460-93.8% | $1,946-69.8% |