Filed July 12, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $160,771 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $38,737 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,390 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,480 |
SOUTH STATE RPS1 year Filed as: SOUTH CAROLINA FEDERAL CREDIT UN Service code 99 · EIN 22-2000222 | Other Fees | $5,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,362 | $100,272+30.0% | $170,057-23.3% | $74,473+75.0% |
| Participation rate | 98.8% | 87.4%+11.4pp | 87.0%+11.8pp | 70.7%+28.0pp |
| Annual return | 17.53% | 66.12%-48.6pp | 53.42%-35.9pp | 34.36%-16.8pp |
| Employer contribution / active EE | $5,977 | $4,266+40.1% | $6,790-12.0% | $2,638+126.6% |
| Participant deferral / active EE | $6,818 | $7,147-4.6% | $10,411-34.5% | $4,530+50.5% |
| Admin fee / account holder | $211 | $235-10.1% | $12,826-98.4% | $347-39.2% |