Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MAH & ASSOCIATES, LLP5 years Service code 10 · EIN 94-3342694 | Accounting | $25,000 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 10 · EIN 13-4238973 | Accounting | $17,668 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,964 | $90,107+63.1% | $182,262-19.4% | $69,733+110.8% |
| Participation rate | 97.5% | 64.8%+32.7pp | 84.2%+13.3pp | 62.5%+35.1pp |
| Annual return | -7.23% | 95.58%-102.8pp | 140.60%-147.8pp | 15.22%-22.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $238 | $3,377-92.9% | $16,712-98.6% | $3,102-92.3% |