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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES3+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $30,032 |
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 | $67,688 | $46,173+46.6% | $170,435-60.3% | $69,631-2.8% |
| Participation rate | 93.1% | 63.9%+29.2pp | 83.6%+9.5pp | 70.7%+22.4pp |
| Annual return | 49.76% | 21.62%+28.1pp | 205.94%-156.2pp | 27571.02%-27521.3pp |
| Employer contribution / active EE | $1,270 | $1,610-21.1% | $5,432-76.6% | $2,032-37.5% |
| Participant deferral / active EE | $8,305 | $2,080+299.2% | $4,939+68.1% | $3,224+157.6% |
| Admin fee / account holder | $74 | $116-35.8% | $13,881-99.5% | $110-32.6% |