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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS2 years Service code 15 · EIN 27-1803704 | Recordkeeping | $40,185 |
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 | $42,929 | $73,102-41.3% | $123,552-65.3% | $56,287-23.7% |
| Participation rate | 79.1% | 74.3%+4.8pp | 82.3%-3.2pp | 69.9%+9.2pp |
| Annual return | -6.83% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,369 | $2,977+13.2% | $4,628-27.2% | $2,111+59.6% |
| Participant deferral / active EE | $4,023 | $5,423-25.8% | $6,426-37.4% | $3,350+20.1% |
| Admin fee / account holder | $264 | $554-52.3% | $9,285-97.2% | $521-49.3% |