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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 | $121,717 | $85,515+42.3% | $112,040+8.6% | $67,986+79.0% |
| Participation rate | 91.9% | 68.2%+23.7pp | 76.5%+15.4pp | 57.2%+34.7pp |
| Annual return | 13.92% | 29.68%-15.8pp | 24.52%-10.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,870 | $2,191-14.7% | $2,954-36.7% | $2,019-7.4% |
| Participant deferral / active EE | $7,478 | $4,014+86.3% | $5,098+46.7% | $3,358+122.7% |
| Admin fee / account holder | $613 | $3,774-83.7% | $12,098-94.9% | $3,203-80.9% |