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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 400 FRANKLIN AVE, SUITE 135 · PHOENIXVILLE, PA 19460 | Contract Administrator | $24,300 |
WILLIG, WILLIAMS & DAVIDSON1+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $21,503 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $7,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,598 | $48,277-44.9% | $63,244-57.9% | $55,191-51.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | 0.09% | 2.37%-2.3pp | -70.31%+70.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,954 | $1,592+85.5% | $2,322+27.2% | $1,899+55.6% |
| Participant deferral / active EE | $143 | $2,432-94.1% | $2,953-95.2% | $3,046-95.3% |
| Admin fee / account holder | $100 | $86+15.9% | $5,893-98.3% | $91+9.7% |