South State Retirement Plan Service
recordkeeper6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1587 of mapped providers
Assets under administration$257M0.0%Market share · rank #5415
Fees received$728,816Median $63,812/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Retirement Plan Service plan look like?
Service mix · median fees per plan
Count of plans where South State Retirement Plan Service 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.); Participant loan processing; Float revenue; Direct payment from the planCode 15 | 10 | $63,812 |
Competitor overlap
Percent of South State Retirement Plan Service'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 Retirement Plan Service.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under South State Retirement Plan Service; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SANDERS BROTHERS CONSTRUCTION COMPANY, INC.SC · 570639815-001 | $53M | 357 | $2,873 | 6y | - |
ANDERSON BROTHERS BANK OF MULLINSSC · 570115230-001 | $51M | 463 | $93,535 | 8y | 1 |
INSPIRIUM HEALTH, LLCSC · 874795720-001 | $40M | 812 | $187,247 | 3y | 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 |
YEAMANS HALL CLUBSC · 570966386-001 | $8M | 141 | $33,655 | 6y | - |
METAL TRADES, INC.SC · 570425362-001 | $6M | 123 | $33,746 | 8y | - |
Flag exposure
80.0%Market: 89.1%
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 (6)
Raw Schedule C names collapsed into South State Retirement Plan Service.
- INTERCITY PRINTING COMPANY
- SOUTH STATE RETIREMENT ADVISORY
- SOUTH STATE RETIREMENT PLAN SERVICE
- SOUTH STATE RETIREMENT PLAN SVC
- SOUTH STATE RETIREMENT SERVICES
- SOUTH STATE RPS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Retirement Plan Service'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 | 5 | 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 Retirement Plan Service. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on South State Retirement Plan Service's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Elliot Davis | 1 | 10.0% |
| Smith Sapp Bookhout Crumpler | 1 | 10.0% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).