Filed August 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SOUTH CAROLINA BANK AND TRUST2+ years Service code 21 · EIN 57-0984960 | Bank Trustee | $23,563 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -3.27% | 5.09%-8.4pp | 5.00%-8.3pp | 7.18%-10.5pp |
| Employer contribution / active EE | $10,870 | $7,393+47.0% | $35,918-69.7% | $13,095-17.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |