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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS2 years Service code 15 · EIN 27-1803704 | Recordkeeping | $29,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,500 | $55,449-30.6% | $83,830-54.1% | $56,287-31.6% |
| Participation rate | 35.8% | 68.0%-32.2pp | 76.1%-40.4pp | 69.9%-34.1pp |
| Annual return | -5.23% | -1.38%-3.8pp | 850.97%-856.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,147 | $2,430-52.8% | $3,631-68.4% | $2,111-45.7% |
| Participant deferral / active EE | $1,868 | $2,935-36.4% | $4,082-54.2% | $3,350-44.2% |
| Admin fee / account holder | $378 | $656-42.3% | $5,479-93.1% | $521-27.4% |