Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
VALLEY FORGE INVESTMENT CONSULTANTS10+ 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,356 | $78,607-39.8% | $105,624-55.2% | $74,478-36.4% |
| Participation rate | 98.0% | 72.8%+25.2pp | 75.3%+22.7pp | 67.2%+30.8pp |
| Annual return | 11.17% | 15.96%-4.8pp | 116.20%-105.0pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $708 | $2,523-71.9% | $3,168-77.6% | $2,626-73.0% |
| Participant deferral / active EE | $4,909 | $4,325+13.5% | $5,013-2.1% | $4,350+12.8% |
| Admin fee / account holder | $267 | $2,220-88.0% | $10,961-97.6% | $1,946-86.3% |