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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS3 years Service code 15 · EIN 27-1803704 | Recordkeeping | $48,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $63,943 | $91,517-30.1% | $101,264-36.9% | $73,412-12.9% |
| Participation rate | 31.4% | 73.8%-42.4pp | 75.8%-44.4pp | 72.2%-40.8pp |
| Annual return | 21.09% | 17.17%+3.9pp | 46.48%-25.4pp | 59.30%-38.2pp |
| Employer contribution / active EE | $485 | $2,877-83.1% | $3,660-86.7% | $2,234-78.3% |
| Participant deferral / active EE | $1,801 | $3,338-46.1% | $4,370-58.8% | $3,806-52.7% |
| Admin fee / account holder | $304 | $216+40.9% | $5,947-94.9% | $158+92.7% |