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| 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 | $47,105+3.3% | $68,368-28.8% | $67,986-28.4% |
| Participation rate | 60.9% | 51.8%+9.1pp | 73.8%-12.9pp | 57.2%+3.7pp |
| Annual return | 14.64% | 48.37%-33.7pp | 292.57%-277.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,985 | $2,374+25.7% | $4,123-27.6% | $3,358-11.1% |
| Admin fee / account holder | $422 | $2,435-82.7% | $5,150-91.8% | $3,203-86.8% |