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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 | $88,360+66.3% | $145,433+1.1% | $67,986+116.2% |
| Participation rate | 97.5% | 65.5%+32.0pp | 82.1%+15.4pp | 57.2%+40.3pp |
| Annual return | -7.23% | 63.15%-70.4pp | 66.58%-73.8pp | 31.67%-38.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $238 | $3,313-92.8% | $13,129-98.2% | $3,203-92.6% |