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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS3 years Service code 15 · EIN 27-1803704 | Recordkeeping | $69,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,217 | $73,404-71.1% | $87,104-75.6% | $67,579-68.6% |
| Participation rate | 66.0% | 80.9%-14.8pp | 76.9%-10.8pp | 71.3%-5.2pp |
| Annual return | 23.31% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,381 | $2,014-31.4% | $2,521-45.2% | $2,148-35.7% |
| Participant deferral / active EE | $2,357 | $3,913-39.8% | $4,048-41.8% | $3,539-33.4% |
| Admin fee / account holder | $138 | $142-2.6% | $7,491-98.2% | $142-3.0% |