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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVOY TPA AND RECORDKEEPING Service code 14 · EIN 27-4036926 | Plan Administrator | $53,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,662 | $46,100+1.2% | $86,582-46.1% | $69,631-33.0% |
| Participation rate | 35.2% | 67.2%-32.0pp | 73.5%-38.4pp | 70.7%-35.5pp |
| Annual return | 10.64% | 21.02%-10.4pp | 965.08%-954.4pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $430 | $1,850-76.8% | $2,839-84.9% | $2,032-78.9% |
| Participant deferral / active EE | $1,402 | $2,432-42.3% | $3,609-61.1% | $3,224-56.5% |
| Admin fee / account holder | $467 | $94+397.3% | $4,904-90.5% | $110+322.5% |