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) | $115,255 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $21,861 |
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 | $147,764 | $77,901+89.7% | $149,717-1.3% | $75,181+96.5% |
| Participation rate | 98.6% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.4pp |
| Annual return | 8.25% | 31.73%-23.5pp | 134.41%-126.2pp | 160.69%-152.4pp |
| Employer contribution / active EE | $6,241 | $3,137+98.9% | $4,820+29.5% | $2,671+133.7% |
| Participant deferral / active EE | $4,995 | $3,411+46.4% | $5,682-12.1% | $4,126+21.1% |
| Admin fee / account holder | $811 | $5,949-86.4% | $13,213-93.9% | $5,650-85.6% |