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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTH STATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $17,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,671 | $23,224-67.0% | $71,089-89.2% | $55,725-86.2% |
| Participation rate | 17.1% | 37.9%-20.7pp | 54.6%-37.5pp | 70.9%-53.7pp |
| Annual return | -11.30% | -2.87%-8.4pp | 650.65%-662.0pp | 244.93%-256.2pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $359 | $929-61.3% | $1,873-80.8% | $3,356-89.3% |
| Admin fee / account holder | $139 | $118+18.2% | $3,082-95.5% | $115+21.1% |