Retirement plan

SOUTH CAROLINA OFFICE OF RURAL HEALTH TAX DEFERRED ANNUITY PLAN

Name: SOUTH CAROLINA OFFICE OF RURAL HEALTH - SOUTH CAROLINA OFFICE OF RURAL HEALTH TAX DEFERRED ANNUITY PLAN (2025) Form 5500
Creator: SOUTH CAROLINA OFFICE OF RURAL HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH CAROLINA OFFICE OF RURAL HEALTH TAX DEFERRED ANNUITY PLAN, SOUTH CAROLINA OFFICE OF RURAL HEALTH

SOUTH CAROLINA OFFICE OF RURAL HEALTHEIN 57-1006495Plan #004PY 2025

107 SALUDA POINTE DRIVE - LEXINGTON, SC 29072803-454-3850

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

+81.1% from 2024

Total participants

+7.7% from 2024

Average account balance

$84,885

+73.4% from 2024

Annual return

74.23%

+56.67 pp from 2024

Benchmarks

See 3,532 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort3,532 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.99M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

142.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+74.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3156

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 codes2F2G2L2M2T3D3F

Plan features

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$148K

$4495 / participant

Other / not subdivided$148K100.0%

% of EOY assets

3.718%

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

$84,885

$107,421-21.0%

$182,262-53.4%

$94,015-9.7%

Participation rate

72.7%

77.8%-5.1pp

84.2%-11.5pp

70.8%+1.9pp

Annual return

74.23%

21.32%+52.9pp

140.60%-66.4pp

17.84%+56.4pp

Employer contribution / active EE

$3,065

$3,448-11.1%

$5,046-39.3%

$2,790+9.9%

Participant deferral / active EE

$5,222

$6,558-20.4%

$8,276-36.9%

$4,249+22.9%

Admin fee / account holder

$3,156

$8,692-63.7%

$16,712-81.1%

$8,951-64.7%

SOUTH CAROLINA OFFICE OF RURAL HEALTH TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH CAROLINA OFFICE OF RURAL HEALTH TAX DEFERRED ANNUITY 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