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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 P.O. BOX 1444 · JASPER, AL 35502 | Advisory (Participants) | $108,732 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $22,033 |
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 | $140,358 | $91,179+53.9% | $178,499-21.4% | $79,852+75.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.60% | 24.19%-16.6pp | 151.10%-143.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $6,821 | $3,256+109.5% | $5,011+36.1% | $2,471+176.0% |
| Participant deferral / active EE | $4,393 | $3,236+35.8% | $5,202-15.6% | $3,740+17.4% |
| Admin fee / account holder | $866 | $6,749-87.2% | $13,986-93.8% | $5,306-83.7% |