Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2748550 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,674 | $79,438-24.9% | $106,555-44.0% | $79,391-24.8% |
| Participation rate | 98.2% | 74.2%+24.0pp | 76.1%+22.0pp | 70.7%+27.5pp |
| Annual return | 14.89% | 18.27%-3.4pp | 26.80%-11.9pp | 116.88%-102.0pp |
| Employer contribution / active EE | $589 | $2,235-73.6% | $2,819-79.1% | $2,428-75.7% |
| Participant deferral / active EE | $4,082 | $3,824+6.7% | $4,399-7.2% | $4,046+0.9% |
| Admin fee / account holder | $269 | $523-48.5% | $7,408-96.4% | $627-57.0% |