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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES10+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,149 | $50,919+210.6% | $155,556+1.7% | $77,762+103.4% |
| Participation rate | 60.8% | 63.1%-2.3pp | 78.2%-17.5pp | 70.6%-9.8pp |
| Annual return | 17.65% | 34.84%-17.2pp | 64.84%-47.2pp | 31.27%-13.6pp |
| Employer contribution / active EE | $2,258 | $1,991+13.4% | $4,675-51.7% | $2,728-17.2% |
| Participant deferral / active EE | $9,747 | $2,824+245.1% | $5,631+73.1% | $4,651+109.6% |
| Admin fee / account holder | $150 | $437-65.6% | $15,885-99.1% | $433-65.3% |