Retirement plan

SCGSSM FOUNDATION RETIREMENT PLAN

Name: SC GOVERNORS SCHOOL FOR SCIENCE & MATHEMATICS FOUNDATION, INC - SCGSSM FOUNDATION RETIREMENT PLAN (2025) Form 5500
Creator: SC GOVERNORS SCHOOL FOR SCIENCE & MATHEMATICS FOUNDATION, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCGSSM FOUNDATION RETIREMENT PLAN, SC GOVERNORS SCHOOL FOR SCIENCE & MATHEMATICS FOUNDATION, INC

SC GOVERNORS SCHOOL FOR SCIENCE & MATHEMATICS FOUNDATION, INCEIN 57-0881347Plan #001PY 2025

2711 MIDDLEBURG DRIVE, STE 205 - COLUMBIA, SC 29204803-252-9152LinkedIn11-50 employeese-learning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$329K

+16.0% from 2024

Total participants

-16.7% from 2024

Average account balance

$36,542

+54.7% from 2024

Annual return

15.67%

+3.61 pp from 2024

Benchmarks

See 3,224 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort3,224 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$329K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2823

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$25K

$6351 / participant

Other / not subdivided$25K100.0%

% of EOY assets

7.724%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,542

$73,421-50.2%

$66,439-45.0%

$155,188-76.5%

Participation rate

75.0%

79.7%-4.7pp

74.5%+0.5pp

80.8%-5.8pp

Annual return

15.67%

1382.37%-1366.7pp

757.66%-742.0pp

148.84%-133.2pp

Employer contribution / active EE

$3,039

$3,0390%

$2,637+15.3%

$4,248-28.5%

Participant deferral / active EE

$3,454

$4,680-26.2%

$3,876-10.9%

$6,531-47.1%

Admin fee / account holder

$2,823

$8,856-68.1%

$6,173-54.3%

$14,480-80.5%

SCGSSM FOUNDATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCGSSM FOUNDATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion