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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVOY TPA AND RECORDKEEPING Service code 14 · EIN 27-4036926 | Plan Administrator | $56,450 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,635 | $43,999+19.6% | $79,467-33.8% | $55,725-5.5% |
| Participation rate | 34.1% | 66.9%-32.9pp | 73.3%-39.3pp | 70.9%-36.8pp |
| Annual return | 11.07% | 1.81%+9.3pp | 718.30%-707.2pp | 244.93%-233.9pp |
| Employer contribution / active EE | $396 | $1,830-78.4% | $2,800-85.9% | $2,078-80.9% |
| Participant deferral / active EE | $1,164 | $2,538-54.2% | $3,704-68.6% | $3,356-65.3% |
| Admin fee / account holder | $495 | $118+321.2% | $5,104-90.3% | $115+329.9% |