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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVOY TPA AND RECORDKEEPING Service code 14 · EIN 27-4036926 | Plan Administrator | $47,942 |
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 | $38,184 | $52,722-27.6% | $90,440-57.8% | $73,412-48.0% |
| Participation rate | 41.3% | 67.7%-26.5pp | 72.7%-31.4pp | 72.2%-30.9pp |
| Annual return | 10.82% | 20.70%-9.9pp | 1294.38%-1283.6pp | 59.30%-48.5pp |
| Employer contribution / active EE | $512 | $1,872-72.7% | $3,263-84.3% | $2,234-77.1% |
| Participant deferral / active EE | $1,479 | $2,810-47.3% | $3,964-62.7% | $3,806-61.1% |
| Admin fee / account holder | $394 | $117+236.8% | $5,615-93.0% | $158+149.3% |