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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS2 years Filed as: SOUTH STATE ADVISORY Service code 15 · EIN 27-1803704 | Recordkeeping | $47,006 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,289 | $52,293-40.2% | $178,503-82.5% | $73,412-57.4% |
| Participation rate | 43.2% | 65.3%-22.2pp | 81.9%-38.7pp | 72.2%-29.0pp |
| Annual return | 1.57% | 34.75%-33.2pp | 151.12%-149.5pp | 59.30%-57.7pp |
| Employer contribution / active EE | $2,444 | $1,736+40.8% | $5,011-51.2% | $2,234+9.4% |
| Participant deferral / active EE | $434 | $2,333-81.4% | $5,202-91.7% | $3,806-88.6% |
| Admin fee / account holder | $301 | $127+136.6% | $13,987-97.8% | $158+90.8% |