Retirement plan

INSPERITY CORPORATE 401K PLAN

Name: INSPERITY HOLDINGS, INC. - INSPERITY CORPORATE 401K PLAN (2023) Form 5500
Creator: INSPERITY HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSPERITY CORPORATE 401K PLAN, INSPERITY HOLDINGS, INC.

INSPERITY HOLDINGS, INC.EIN 76-0178498Plan #004PY 2023

19001 CRESCENT SPRINGS DRIVE - KINGWOOD, TX 773393802866-639-0017

Other plans on this EIN

1 filing

#001Retirement-$8.13B assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$549.2M

+22.7% from 2022

Total participants

5,955

+4.1% from 2022

Average account balance

$106,457

+17.7% from 2022

Annual return

19.73%

+35.24 pp from 2022

Benchmarks

See 929 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort929 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$646.82M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$121K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

5,349

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$125

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 7 by compensation

Provider	Service type	Compensation
INSPERITY RETIREMENT SERVICES9+ years Service code 13 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339	Contract Administrator	$169,103
ROCATON INVESTMENT ADVISORS, LLC1 year Service code 27 · EIN 13-3575636 20 GLOVER AVENUE · NORWALK, CT 06850	Advisory (Plan)	$120,000
THE BANK OF NEW YORK MELLON5 years Service code 19 · EIN 25-1926855 240 GREENWICH STREET · NEW YORK, NY 10286	Securities Custodian	$109,377
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170	Consulting	$95,250
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 200 PLAZA DRIVE · SECAUCUS, NJ 07094	Accounting	$52,569
PRONVEST1 year Filed as: PRONVEST INC. DBA FUTURE CAPITAL Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37042	Advisory (Participants)	$52,204
TEJERA & ASSOCIATES, LLC1 year Filed as: TEJERA & ASSOCIATES LLC Service code 16 · EIN 20-3001362 3443 E. CORTE PALOMA BRAVA · TUCSON, AZ 85718	Consulting	$20,369

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$619K

$140 / participant

Trustee / custodial$109K17.7%
Investment mgmt$172K27.8%
Contract admin$169K27.3%
Other / not subdivided$168K27.2%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: $52,569
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,457

$107,459-0.9%

$135,903-21.7%

$80,160+32.8%

Participation rate

81.9%

78.0%+3.9pp

81.9%0pp

72.9%+9.0pp

Annual return

19.73%

91.91%-72.2pp

68.23%-48.5pp

40.38%-20.7pp

Employer contribution / active EE

$3,858

$3,877-0.5%

$4,856-20.6%

$2,978+29.6%

Participant deferral / active EE

$7,039

$8,195-14.1%

$7,758-9.3%

$5,017+40.3%

Admin fee / account holder

$120

$127-5.5%

$10,762-98.9%

$145-17.2%

Provider

Service type

Compensation

INSPERITY RETIREMENT SERVICES9+ years

Service code 13 · EIN 56-2375265

19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339

Contract Administrator

$169,103

ROCATON INVESTMENT ADVISORS, LLC1 year

Service code 27 · EIN 13-3575636

20 GLOVER AVENUE · NORWALK, CT 06850

Advisory (Plan)

$120,000

THE BANK OF NEW YORK MELLON5 years

Service code 19 · EIN 25-1926855

240 GREENWICH STREET · NEW YORK, NY 10286

Securities Custodian

$109,377

BUCK GLOBAL, LLC2 years

Filed as: BUCK GLOBAL LLC

Service code 16 · EIN 83-1116912

420 LEXINGTON AVE · NEW YORK, NY 10170

Consulting

$95,250

ERNST & YOUNG LLP5 years

Filed as: ERNST & YOUNG

Service code 10 · EIN 34-6565596

200 PLAZA DRIVE · SECAUCUS, NJ 07094

Accounting

$52,569

PRONVEST1 year

Filed as: PRONVEST INC. DBA FUTURE CAPITAL

Service code 26 · EIN 62-1823351

1203 CARTER STREET · CHATTANOOGA, TN 37042

Advisory (Participants)

$52,204

TEJERA & ASSOCIATES, LLC1 year

Filed as: TEJERA & ASSOCIATES LLC

Service code 16 · EIN 20-3001362

3443 E. CORTE PALOMA BRAVA · TUCSON, AZ 85718

Consulting

$20,369

INSPERITY CORPORATE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSPERITY CORPORATE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion