Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 P.O. BOX 1444 · JASPER, AL 35502 | Advisory (Participants) | $132,499 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $28,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,556 | $81,331+70.4% | $155,534-10.9% | $80,935+71.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.52% | 33.37%-26.8pp | 64.92%-58.4pp | 35.66%-29.1pp |
| Employer contribution / active EE | $6,204 | $3,105+99.8% | $4,675+32.7% | $2,757+125.1% |
| Participant deferral / active EE | $5,184 | $3,454+50.1% | $5,630-7.9% | $4,299+20.6% |
| Admin fee / account holder | $956 | $7,999-88.0% | $15,900-94.0% | $6,924-86.2% |