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| 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 | $75,058+95.8% | $152,301-3.5% | $64,340+128.4% |
| Participation rate | 97.5% | 60.9%+36.6pp | 82.4%+15.1pp | 55.2%+42.3pp |
| Annual return | -7.23% | 29.93%-37.2pp | 80.50%-87.7pp | 24.14%-31.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $238 | $4,050-94.1% | $14,398-98.3% | $3,703-93.6% |