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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 P.O. BOX 1444 · JASPER, AL 35502 | Advisory (Participants) | $132,499 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $28,731 |
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 | $138,556 | $81,262+70.5% | $155,602-11.0% | $80,911+71.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.52% | 33.34%-26.8pp | 64.81%-58.3pp | 35.63%-29.1pp |
| Employer contribution / active EE | $6,204 | $3,102+100.0% | $4,675+32.7% | $2,756+125.1% |
| Participant deferral / active EE | $5,184 | $3,451+50.2% | $5,629-7.9% | $4,297+20.6% |
| Admin fee / account holder | $956 | $7,992-88.0% | $15,923-94.0% | $6,935-86.2% |