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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS2 years Service code 15 · EIN 27-1803704 | Recordkeeping | $28,767 |
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.)
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 | $42,753 | $35,485+20.5% | $74,549-42.7% | $55,725-23.3% |
| Participation rate | 17.8% | 62.5%-44.8pp | 69.1%-51.4pp | 70.9%-53.1pp |
| Annual return | -4.65% | 0.72%-5.4pp | 32.53%-37.2pp | 244.93%-249.6pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $386 | $2,181-82.3% | $3,108-87.6% | $3,356-88.5% |
| Admin fee / account holder | $351 | $114+206.8% | $5,059-93.1% | $115+204.6% |