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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS4 years Service code 15 · EIN 27-1803704 | Recordkeeping | $8,234 |
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 | $55,647 | $69,383-19.8% | $101,264-45.0% | $73,493-24.3% |
| Participation rate | 32.6% | 68.4%-35.8pp | 75.8%-43.2pp | 70.7%-38.1pp |
| Annual return | 17.67% | 18.46%-0.8pp | 46.48%-28.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $971 | $2,628-63.1% | $3,660-73.5% | $2,270-57.2% |
| Participant deferral / active EE | $1,584 | $3,301-52.0% | $4,370-63.8% | $3,740-57.6% |
| Admin fee / account holder | $343 | $704-51.3% | $5,947-94.2% | $513-33.2% |