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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,730 | $72,639-46.7% | $90,766-57.3% | $66,949-42.1% |
| Participation rate | 97.9% | 73.7%+24.2pp | 75.7%+22.2pp | 69.8%+28.1pp |
| Annual return | -12.37% | -12.28%-0.1pp | -12.16%-0.2pp | 1.57%-13.9pp |
| Employer contribution / active EE | $606 | $2,369-74.4% | $2,922-79.3% | $2,545-76.2% |
| Participant deferral / active EE | $3,960 | $3,979-0.5% | $4,565-13.2% | $4,239-6.6% |
| Admin fee / account holder | $228 | $708-67.7% | $8,446-97.3% | $594-61.5% |