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| 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) | $34,394 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $15,478 |
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 | $137,468 | $73,863+86.1% | $143,797-4.4% | $68,490+100.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.84% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $5,397 | $3,185+69.5% | $4,952+9.0% | $2,597+107.9% |
| Participant deferral / active EE | $5,225 | $3,385+54.4% | $5,638-7.3% | $4,028+29.7% |
| Admin fee / account holder | $453 | $5,756-92.1% | $14,679-96.9% | $5,403-91.6% |