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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHSTATE RETIREMENT PLAN SERVICES Service code 16 520 GERVAIS STREET · COLUMBIA, SC 29201 | Consulting | $24,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,161 |
DAVIS1 year Filed as: DAVIS & COMPANY CPA Service code 10 · EIN 27-1780668 | Accounting | $11,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,278 |
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 | $226,458 | $48,261+369.2% | $68,612+230.1% | $55,725+306.4% |
| Participation rate | 86.5% | 71.0%+15.5pp | 72.2%+14.3pp | 70.9%+15.7pp |
| Annual return | -4.41% | -2.61%-1.8pp | -4.63%+0.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,956 | $1,742+127.1% | $2,625+50.7% | $2,078+90.4% |
| Participant deferral / active EE | $6,137 | $2,712+126.3% | $3,311+85.3% | $3,356+82.9% |
| Admin fee / account holder | $24 | $126-80.6% | $5,131-99.5% | $115-78.8% |