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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 27 · EIN 23-2748550 | Advisory (Plan) | $19,636 |
MARKLEY ACTUARIAL SERVICES, INC.1+ years Service code 11 · EIN 23-2439467 | Actuarial | $16,100 |
Filed as: LATEEF INVESTMENT MANAGEMENT Service code 27 · EIN 94-6330378 | Advisory (Plan) | $8,453 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Direct payment fr... | $8,228 |
THE LONDON COMPANY1+ years Filed as: THE LONDON COMPANY OF VIRGINIA Service code 27 · EIN 90-0824693 | Advisory (Plan) | $6,073 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -2.73% | -1.73%-1.0pp | -3.43%+0.7pp | -7.14%+4.4pp |
| Employer contribution / active EE | $868 | $18,310-95.3% | $25,607-96.6% | $14,613-94.1% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |