Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
VALLEY FORGE INVESTMENT CONSULTANTS11+ years Service code 99 · EIN 23-2748550 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2748550 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,599 | $80,705-28.6% | $115,768-50.2% | $67,986-15.3% |
| Participation rate | 98.1% | 63.0%+35.1pp | 74.4%+23.7pp | 57.2%+40.9pp |
| Annual return | 15.50% | 18.49%-3.0pp | 100.46%-85.0pp | 31.67%-16.2pp |
| Employer contribution / active EE | $803 | $2,046-60.8% | $2,940-72.7% | $2,019-60.2% |
| Participant deferral / active EE | $5,859 | $3,559+64.6% | $4,917+19.2% | $3,358+74.5% |
| Admin fee / account holder | $268 | $4,135-93.5% | $12,439-97.8% | $3,203-91.6% |