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| Provider | Service type | Compensation |
|---|---|---|
SOUTH STATE RPS1 year Filed as: SOUTH TEXAS MONEY MANAGEMENT L Service code 26 · EIN 74-2977959 | Advisory (Participants) | $12,849 |
MULVIHILL ASSET MANAGEMENT LLC3+ years Service code 26 · EIN 27-1407426 | Advisory (Participants) | $9,550 |
Service code 26 · EIN 26-0778361 | Advisory (Participants) | $7,693 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $2,842 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $389 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $318,778 | $55,453+474.9% | $170,439+87.0% | $62,293+411.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.72% | 21.38%-6.7pp | 205.94%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $14,969 | $2,164+591.9% | $5,433+175.5% | $2,042+633.0% |
| Participant deferral / active EE | $8,984 | $2,303+290.2% | $4,939+81.9% | $3,169+183.5% |
| Admin fee / account holder | $184 | $455-59.6% | $13,881-98.7% | $479-61.6% |