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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 10 · EIN 13-4238973 | Accounting | $31,499 |
MAH & ASSOCIATES, LLP4 years Service code 10 · EIN 94-3342694 | Accounting | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,796 | $101,653+59.2% | $147,080+10.0% | $74,459+117.3% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 21.90% | 8754.98%-8733.1pp | 420.17%-398.3pp | 1369.70%-1347.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $310 | $1,752-82.3% | $12,989-97.6% | $1,945-84.0% |