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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS6 years Service code 15 · EIN 27-1803704 | Recordkeeping | $30,073 |
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.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,238 | $49,451-12.6% | $79,580-45.7% | $66,938-35.4% |
| Participation rate | 40.9% | 61.3%-20.4pp | 69.5%-28.6pp | 69.8%-28.9pp |
| Annual return | -18.53% | 84.25%-102.8pp | 0.15%-18.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,044 | $3,159-35.3% | $3,985-48.7% | $4,238-51.8% |
| Admin fee / account holder | $418 | $595-29.8% | $6,835-93.9% | $594-29.6% |