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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES9+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $4,388 |
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 | $131,851 | $47,180+179.5% | $149,723-11.9% | $74,473+77.0% |
| Participation rate | 61.1% | 63.4%-2.3pp | 78.8%-17.7pp | 70.7%-9.7pp |
| Annual return | 19.96% | 22.75%-2.8pp | 134.50%-114.5pp | 34.36%-14.4pp |
| Employer contribution / active EE | $2,158 | $1,907+13.2% | $4,821-55.2% | $2,638-18.2% |
| Participant deferral / active EE | $9,063 | $2,730+232.0% | $5,682+59.5% | $4,530+100.1% |
| Admin fee / account holder | $14 | $343-95.8% | $13,215-99.9% | $347-95.9% |