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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $27,037 |
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $10,630 |
JONES POUNDER2 years Service code 10 · EIN 57-0725618 | Accounting | $9,091 |
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 | $36,950 | $80,753-54.2% | $136,298-72.9% | $62,293-40.7% |
| Participation rate | 95.0% | 73.5%+21.5pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 18.75% | 35.83%-17.1pp | 5156.27%-5137.5pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,483 | $2,884-13.9% | $4,696-47.1% | $2,042+21.6% |
| Participant deferral / active EE | $3,456 | $5,164-33.1% | $6,247-44.7% | $3,169+9.1% |
| Admin fee / account holder | $273 | $525-48.0% | $9,244-97.0% | $479-43.0% |