Plan Ledger DOL Form 5500 · updated monthly

Insperity Holdings, Inc.401(k)

INSPERITY 401K PLAN · KINGWOOD, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Insperity Holdings, Inc. reported $9,457,455 in plan administrative expenses for 2024: 0.11% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,437 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.11%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 13th-largest of 5,688 plans among Texas employers on file, and the 13th of 11,654 in professional & technical services. In 2024, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,384,810,337
Participants with balances162,096
Active participants177,974
Employer contributions$433,724,830
Employee contributions$1,009,920,528
Employer contribution per active participant$2,437
Average account balance$57,897
Benefits paid to participants$1,069,059,889
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.4B · 162,096 accts · $433.7M emplr
2023$8.1B · 157,026 accts · $420.1M emplr
2022$6.4B · 149,077 accts · $367.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,682,003
Investment management$649,975
Audit (IQPA)$65,919
Trustee / custodial$981,308
Total administrative$9,457,455
The Insperity Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,437
Median for plans this size$5,259
2024$2,437 per active participant
2023$2,363 per active participant
2022$2,182 per active participant

Insperity Holdings, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
INSPERITY RETIREMENT SERVICES · Contract administrator · Recordkeeping$7,682,003
THE BANK OF NEW YORK MELLON · Custodial (securities) · Trustee (directed)$981,308
GOLDMAN SACHS ASSET MANAGEMENT, L.P · Investment advisory (plan) · Investment management$425,000
PRONVEST INC DBA FUTURE CAPITAL · Investment advisory (participants)$224,975
BUCK GLOBAL LLC · Consulting$78,250
ERNST & YOUNG · Accounting / audit$65,919

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024INSPERITY RETIREMENT SERVICES
2023INSPERITY RETIREMENT SERVICES

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Administrative cost history3
2024$9,457,455 · 0.11%
2023$8,409,086 · 0.12%
2022$7,969,245 · 0.12%
All plans at this employer2
INSPERITY 401K PLAN401(k)
INSPERITY CORPORATE 401K PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Texas
Leidos, Inc. VA$11.8B · 0.02%
Deloitte LLP NY$11.0B · 0.07%
KPMG LLP NJ$10.5B · 0.02%
McKinsey & Company, Inc. NY$9.8B · 0.02%
Booz Allen Hamilton Inc. VA$9.3B · 0.06%
Trinet HR III, Inc. FL$8.7B · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760178498 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.