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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS2 years Service code 15 · EIN 27-1803704 | Recordkeeping | $41,333 |
GLASER AND COMPANY LLC1 year Filed as: GLASER AND COMPANY Service code 10 · EIN 20-5788602 | Accounting | $6,000 |
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).
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 | $33,873 | $44,221-23.4% | $121,208-72.1% | $56,287-39.8% |
| Participation rate | 53.1% | 61.1%-8.0pp | 71.8%-18.7pp | 69.9%-16.7pp |
| Annual return | -8.17% | -3.58%-4.6pp | 16.93%-25.1pp | -9.96%+1.8pp |
| Employer contribution / active EE | $930 | $1,480-37.1% | $4,023-76.9% | $2,111-55.9% |
| Participant deferral / active EE | $1,644 | $2,521-34.8% | $3,345-50.9% | $3,350-50.9% |
| Admin fee / account holder | $514 | $480+7.1% | $5,020-89.8% | $521-1.2% |