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 |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0912680 | Accounting | $24,158 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 10 · EIN 13-4238973 | Accounting | $22,956 |
MAH & ASSOCIATES, LLP3 years Service code 10 · EIN 94-3342694 | Accounting | $22,500 |
Filed as: MATHESON FINANCIAL ADVISORS, INC. Service code 27 1313 DOLLEY MADISON BLVD, SUITE 305 · MCLEAN, VA 22101 | Advisory (Plan) | $17,900 |
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 | $122,959 | $91,474+34.4% | $135,982-9.6% | $71,529+71.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 32.11% | 29.89%+2.2pp | 68.32%-36.2pp | 28.97%+3.1pp |
| Employer contribution / active EE | $4,450 | $3,705+20.1% | $4,859-8.4% | $2,590+71.8% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $368 | $1,267-70.9% | $10,767-96.6% | $1,588-76.8% |