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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES2+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $24,263 |
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.
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 | $46,923 | $36,916+27.1% | $156,551-70.0% | $57,658-18.6% |
| Participation rate | 49.5% | 63.4%-13.9pp | 84.0%-34.5pp | 70.2%-20.7pp |
| Annual return | 4.78% | 12.38%-7.6pp | 32.23%-27.4pp | 5.13%-0.4pp |
| Employer contribution / active EE | $650 | $1,571-58.6% | $5,501-88.2% | $1,974-67.1% |
| Participant deferral / active EE | $4,917 | $1,926+155.3% | $4,871+0.9% | $3,061+60.6% |
| Admin fee / account holder | $60 | $82-27.8% | $13,028-99.5% | $95-37.0% |