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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVOY TPA AND RECORDKEEPING Service code 14 · EIN 27-4036926 | Plan Administrator | $67,759 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,715 | $47,766-23.1% | $82,744-55.6% | $64,819-43.4% |
| Participation rate | 38.5% | 67.7%-29.2pp | 72.6%-34.1pp | 71.5%-33.0pp |
| Annual return | -15.60% | -13.06%-2.5pp | 702.22%-717.8pp | 32.84%-48.4pp |
| Employer contribution / active EE | $602 | $2,182-72.4% | $3,008-80.0% | $2,507-76.0% |
| Participant deferral / active EE | $1,776 | $3,332-46.7% | $4,395-59.6% | $4,311-58.8% |
| Admin fee / account holder | $411 | $143+187.2% | $5,325-92.3% | $188+118.6% |