Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 27 · EIN 23-2748550 | Advisory (Plan) | $19,032 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Service code 11 · EIN 23-2439467 | Actuarial | $16,100 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Custodial (securit... | $6,909 |
THE LONDON COMPANY2+ years Filed as: THE LONDON COMPANY OF VIRGINIA Service code 27 · EIN 90-0824693 | Advisory (Plan) | $5,932 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 8.62% | 4.69%+3.9pp | 5.44%+3.2pp | 4.56%+4.1pp |
| Employer contribution / active EE | $3,464 | $15,631-77.8% | $25,481-86.4% | $15,526-77.7% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |