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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS4 years Service code 15 · EIN 27-1803704 | Recordkeeping | $45,188 |
JONES POUNDER2 years Filed as: JONES, POUNDER & ASSOC Service code 10 · EIN 57-0725618 PO BOX 30967 · CHARLESTON, SC 29417 | Accounting | $9,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $66,072 | $99,957-33.9% | $149,730-55.9% | $73,493-10.1% |
| Participation rate | 83.0% | 75.7%+7.3pp | 82.5%+0.5pp | 70.7%+12.3pp |
| Annual return | 17.82% | 53.87%-36.0pp | 276.70%-258.9pp | 28.51%-10.7pp |
| Employer contribution / active EE | $4,321 | $3,191+35.4% | $4,645-7.0% | $2,270+90.3% |
| Participant deferral / active EE | $3,960 | $6,073-34.8% | $6,843-42.1% | $3,740+5.9% |
| Admin fee / account holder | $353 | $551-35.9% | $9,310-96.2% | $513-31.2% |