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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 27 · EIN 23-2748550 | Advisory (Plan) | $20,139 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Service code 11 · EIN 23-2439467 | Actuarial | $16,100 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Trustee (directed)... | $6,069 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 16.46% | 11.14%+5.3pp | 16.78%-0.3pp | 10.41%+6.0pp |
| Employer contribution / active EE | $4,644 | $14,043-66.9% | $26,328-82.4% | $14,691-68.4% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |