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| Provider | Service type | Compensation |
|---|---|---|
ENVOY FINANCIAL1+ years Service code 13 · EIN 33-0723870 | Contract Administrator | $29,206 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,827 | $41,854-74.1% | $73,836-85.3% | $52,331-79.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 3.93% | 2.11%+1.8pp | 2268.06%-2264.1pp | 4.54%-0.6pp |
| Employer contribution / active EE | $943 | $1,920-50.9% | $2,787-66.2% | $1,882-49.9% |
| Participant deferral / active EE | $1,703 | $2,498-31.8% | $3,583-52.5% | $3,022-43.6% |
| Admin fee / account holder | $185 | $493-62.5% | $4,882-96.2% | $592-68.7% |