SOUTH STATE RPS
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-3 YoYRank #1416 of mapped providers
Assets under administration$327M0.0%Market share · rank #5619
Fees received$657,631Median $81,927/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SOUTH STATE RPS plan look like?
Service mix · median fees per plan
Count of plans where SOUTH STATE RPS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Participant loan processing; Float revenueCode 15 | 7 | $70,318 | |
Finders' fees / placement fees; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $152,590 |
Competitor overlap
Percent of SOUTH STATE RPS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SOUTH STATE RPS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SOUTH STATE RPS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $700M |
SOUTH CAROLINA FEDERAL CREDIT UNIONSC · 570323645-033 | VOYA RETIREMENT INSURANCE & ANNUITY | $87M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN COMMERCIAL BARGE LINE LLCIN · 522106600-003 | $171M | 2,250 | $152,590 | 3y | - |
ANDERSON BROTHERS BANK OF MULLINSSC · 570115230-001 | $51M | 463 | $93,535 | 8y | 1 |
STRAND PHYSICIAN SPECIALISTS, P.A.SC · 570963173-001 | $39M | 208 | $106,175 | 8y | 1 |
DETYENS SHIPYARDS, INC.SC · 570730948-001 | $17M | 279 | $70,318 | 7y | - |
IFA ROTORION NORTH AMERICA, LLCSC · 043590499-001 | $16M | 581 | $96,003 | 8y | - |
ALTRON, INC.SC · 570964501-001 | $15M | 176 | $57,305 | 8y | 1 |
LANDMARK CONSTRUCTION COMPANY, INC.SC · 570673594-001 | $14M | 657 | $47,959 | 7y | 1 |
METAL TRADES, INC.SC · 570425362-001 | $6M | 123 | $33,746 | 8y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (24)
Raw Schedule C names collapsed into SOUTH STATE RPS.
- 36 SOUTH CAPITAL ADVISORS
- 36 SOUTH CAPITAL ADVISORS LLP
- 36 SOUTH INVESTMENT MANAGERS LTD
- 36-SOUTH CAPITAL ADVISORS
- 36-SOUTH CAPITAL ADVISORS LLP
- SOUTH CAROLINA FEDERAL CREDIT UN
- SOUTH CAROLINA FINANCIAL SOLUTIONS
- SOUTH DESIGN GROUP
- SOUTH LASALLE INTERNATIONAL TRUST
- SOUTH STATE ADVISORS, INC.
- SOUTH STATE ADVISORY
- SOUTH STATE ADVISORY INC
- SOUTH STATE ADVISORY, INC.
- SOUTH STATE RETIREMENT ADVISORY
- SOUTH STATE RETIREMENT SERVICES
- SOUTH STATE RPS
- SOUTH TEXAS ADMINISTRATORS
- SOUTH TEXAS ADMINISTRATORS INC
- SOUTH TEXAS ADMINISTRATORS, INC.
- SOUTH TEXAS MONEY MANAGEMENT
- SOUTH TEXAS MONEY MANAGEMENT L
- SOUTH TEXAS MONEY MANAGEMENT LTD
- SOUTH TEXAS MONEY MANAGEMENT LTD.
- SOUTH TEXAS MONEY MANAGEMENT, LTD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SOUTH STATE RPS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SOUTH STATE RPS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent