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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES7+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $3,140 |
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 | $140,148 | $56,540+147.9% | $185,851-24.6% | $86,821+61.4% |
| Participation rate | 66.3% | 65.5%+0.8pp | 81.7%-15.4pp | 72.3%-6.0pp |
| Annual return | 14.15% | 118.20%-104.1pp | 122.11%-108.0pp | 97.94%-83.8pp |
| Employer contribution / active EE | $2,300 | $1,844+24.7% | $5,168-55.5% | $2,406-4.4% |
| Participant deferral / active EE | $8,534 | $2,555+234.0% | $5,569+53.2% | $4,132+106.5% |
| Admin fee / account holder | $96 | $150-35.7% | $16,245-99.4% | $170-43.2% |