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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 P.O. BOX 1444 · JASPER, AL 35502 | Advisory (Participants) | $100,459 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $7,569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,361 | $75,962+47.9% | $154,111-27.1% | $64,173+75.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.18%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,057 | $3,350+80.8% | $5,298+14.3% | $2,381+154.4% |
| Participant deferral / active EE | $4,119 | $3,175+29.7% | $5,081-18.9% | $3,470+18.7% |
| Admin fee / account holder | $743 | $5,589-86.7% | $13,411-94.5% | $4,887-84.8% |