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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) | $34,050 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $16,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,373 | $77,920+107.1% | $149,723+7.8% | $75,177+114.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.49% | 31.72%-13.2pp | 134.50%-116.0pp | 160.75%-142.3pp |
| Employer contribution / active EE | $5,824 | $3,138+85.6% | $4,821+20.8% | $2,671+118.0% |
| Participant deferral / active EE | $5,431 | $3,411+59.2% | $5,682-4.4% | $4,126+31.6% |
| Admin fee / account holder | $423 | $5,951-92.9% | $13,215-96.8% | $5,651-92.5% |