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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE FINANCIAL GROUP Service code 27 · EIN 23-2748550 | Advisory (Plan) | $14,325 |
S&T WEALTH MANAGEMENT1 year Service code 12 · EIN 25-0776600 | Custodial (securities); Trustee (dire... | $13,868 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 11 · EIN 39-1816008 | Actuarial | $12,710 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Direct payment fr... | $4,214 |
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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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 22.92% | 12.80%+10.1pp | 29.77%-6.8pp | 13.59%+9.3pp |
| Employer contribution / active EE | $10,993 | $11,862-7.3% | $33,607-67.3% | $14,592-24.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |