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 |
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 | $45,090 | $71,534-37.0% | $98,462-54.2% | $71,529-37.0% |
| Participation rate | 97.0% | 72.7%+24.3pp | 75.2%+21.8pp | 67.9%+29.0pp |
| Annual return | 16.37% | 32.44%-16.1pp | 21.17%-4.8pp | 28.97%-12.6pp |
| Employer contribution / active EE | $652 | $2,399-72.8% | $3,049-78.6% | $2,590-74.8% |
| Participant deferral / active EE | $3,985 | $4,109-3.0% | $4,738-15.9% | $4,291-7.1% |
| Admin fee / account holder | $223 | $1,677-86.7% | $8,875-97.5% | $1,588-86.0% |