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) | $131,488 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $17,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,133 | $73,848+84.3% | $143,799-5.3% | $68,486+98.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.95% | 0.91%-7.9pp | -0.04%-6.9pp | -7.85%+0.9pp |
| Employer contribution / active EE | $6,182 | $3,184+94.1% | $4,952+24.8% | $2,597+138.1% |
| Participant deferral / active EE | $5,004 | $3,385+47.9% | $5,638-11.2% | $4,028+24.2% |
| Admin fee / account holder | $891 | $5,755-84.5% | $14,677-93.9% | $5,404-83.5% |