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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 P.O. BOX 1444 · JASPER, AL 35502 | Advisory (Participants) | $95,765 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $9,673 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,121 | $84,236+42.6% | $170,435-29.5% | $70,126+71.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.39% | 23.06%-13.7pp | 205.94%-196.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $5,213 | $3,387+53.9% | $5,432-4.0% | $2,343+122.5% |
| Participant deferral / active EE | $3,966 | $3,086+28.5% | $4,939-19.7% | $3,332+19.0% |
| Admin fee / account holder | $775 | $5,698-86.4% | $13,881-94.4% | $4,645-83.3% |