Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT CONSULANTS Service code 26 1030 OLD VALLEY FORGE RD · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $26,177 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $16,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,918 | $95,406+79.1% | $185,849-8.0% | $85,847+99.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $494 | $3,314-85.1% | $5,169-90.4% | $2,565-80.7% |
| Participant deferral / active EE | $5,949 | $3,424+73.8% | $5,569+6.8% | $3,952+50.5% |
| Admin fee / account holder | $345 | $7,214-95.2% | $16,244-97.9% | $6,261-94.5% |