See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES10+ years Service code 13 · EIN 56-2375265 19001 CRESCENT SPRINGS DRIVE · KINGWOOD, TX 77339 | Contract Administrator | $7,682,003 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 25-1926855 240 GREENWICH STREET · NEW YORK, NY 10286 | Securities Custodian | $981,308 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 27 · EIN 13-3575636 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $425,000 |
PRONVEST2 years Filed as: PRONVEST INC DBA FUTURE CAPITAL Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37042 | Advisory (Participants) | $224,975 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Consulting | $78,250 |
ERNST & YOUNG LLP9 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $65,919 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,943 | $128,056-54.8% | $146,958-60.6% | $106,382-45.5% |
| Participation rate | 60.8% | 67.2%-6.4pp | 82.2%-21.4pp | 69.9%-9.1pp |
| Annual return | 10.88% | 17.89%-7.0pp | 418.34%-407.5pp | 17.37%-6.5pp |
| Employer contribution / active EE | $2,437 | $3,384-28.0% | $4,933-50.6% | $3,364-27.5% |
| Participant deferral / active EE | $5,675 | $7,674-26.1% | $8,070-29.7% | $5,569+1.9% |
| Admin fee / account holder | $58 | $89-34.1% | $12,998-99.6% | $79-26.4% |