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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS3 years Service code 15 · EIN 27-1803704 | Recordkeeping | $15,841 |
JONES POUNDER1 year Filed as: JONES, POUNDER & ASSOCIATES, PC Service code 10 · EIN 57-0725618 | Accounting | $9,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,067 | $88,122-62.5% | $141,197-76.6% | $67,582-51.1% |
| Participation rate | 77.4% | 76.5%+1.0pp | 82.5%-5.0pp | 71.3%+6.2pp |
| Annual return | 6.04% | 75.40%-69.4pp | 71.41%-65.4pp | 378.57%-372.5pp |
| Employer contribution / active EE | $2,796 | $3,224-13.3% | $4,736-41.0% | $2,148+30.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $102 | $131-22.4% | $10,265-99.0% | $142-28.6% |