Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ENVOY TPA AND RECORDKEEPING, INC.11+ years Service code 13 · EIN 84-3583603 | Contract Administrator | $86,966 |
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 | $48,663 | $45,900+6.0% | $94,057-48.3% | $64,340-24.4% |
| Participation rate | 60.9% | 50.6%+10.3pp | 73.3%-12.5pp | 55.2%+5.6pp |
| Annual return | 14.64% | 50.47%-35.8pp | 480.62%-466.0pp | 24.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,985 | $2,102+42.0% | $4,709-36.6% | $2,980+0.2% |
| Admin fee / account holder | $422 | $3,143-86.6% | $7,244-94.2% | $3,703-88.6% |