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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS4 years Service code 15 · EIN 27-1803704 | Recordkeeping | $8,561 |
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 | $48,101 | $64,286-25.2% | $90,970-47.1% | $73,412-34.5% |
| Participation rate | 13.6% | 63.6%-50.0pp | 69.0%-55.4pp | 72.2%-58.6pp |
| Annual return | 12.65% | 21.46%-8.8pp | 134.58%-121.9pp | 59.30%-46.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $261 | $2,453-89.4% | $3,373-92.3% | $3,806-93.1% |
| Admin fee / account holder | $391 | $287+36.2% | $5,960-93.4% | $158+147.7% |