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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 | $85,662 | $76,112+12.5% | $96,544-11.3% | $71,529+19.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 76.0%+15.8pp | 67.9%+23.8pp |
| Annual return | 18.41% | 22.80%-4.4pp | 25.88%-7.5pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,573 | $2,248-30.0% | $2,966-47.0% | $2,590-39.3% |
| Participant deferral / active EE | $6,293 | $4,217+49.2% | $4,851+29.7% | $4,291+46.6% |
| Admin fee / account holder | $380 | $2,708-86.0% | $8,254-95.4% | $1,588-76.1% |