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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS8 years Service code 15 · EIN 27-1803704 | Recordkeeping | $96,003 |
ELLIOTT DAVIS, LLC5 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $29,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,003 | $88,890-57.2% | $102,423-62.9% | $77,643-51.1% |
| Participation rate | 65.4% | 80.9%-15.6pp | 76.5%-11.1pp | 70.6%-5.2pp |
| Annual return | 14.78% | 24.98%-10.2pp | 29.32%-14.5pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,393 | $2,698-48.4% | $3,023-53.9% | $2,726-48.9% |
| Participant deferral / active EE | $2,309 | $5,145-55.1% | $5,053-54.3% | $4,647-50.3% |
| Admin fee / account holder | $303 | $235+28.7% | $9,451-96.8% | $430-29.6% |