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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $19,550 |
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $6,678 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,064 | $48,064+2.1% | $78,778-37.7% | $69,631-29.5% |
| Participation rate | 20.1% | 61.6%-41.4pp | 69.2%-49.1pp | 70.7%-50.5pp |
| Annual return | 14.14% | 21.81%-7.7pp | 35.62%-21.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $456 | $2,079-78.0% | $2,958-84.6% | $3,224-85.8% |
| Admin fee / account holder | $345 | $152+127.0% | $5,134-93.3% | $110+212.5% |