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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 | $76,642+91.8% | $146,866+0.1% | $65,306+125.0% |
| Participation rate | 97.5% | 61.2%+36.3pp | 82.5%+15.0pp | 57.7%+39.8pp |
| Annual return | -7.23% | 33.40%-40.6pp | 102.85%-110.1pp | 21.94%-29.2pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $0 | $4,864-100.0% | $7,759-100.0% | $2,959-100.0% |
| Admin fee / account holder | $238 | $3,960-94.0% | $13,620-98.2% | $3,480-93.2% |