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| Provider | Service type | Compensation |
|---|---|---|
ENVOY TPA AND RECORDKEEPING, INC.10+ years Service code 13 · EIN 84-3583603 | Contract Administrator | $82,989 |
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 | $41,789 | $60,454-30.9% | $81,844-48.9% | $74,459-43.9% |
| Participation rate | 65.6% | 63.0%+2.6pp | 72.4%-6.8pp | 67.2%-1.6pp |
| Annual return | 12.57% | 16.87%-4.3pp | 778.87%-766.3pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,177 | $3,398-6.5% | $4,323-26.5% | $4,350-26.9% |
| Admin fee / account holder | $415 | $1,490-72.2% | $7,355-94.4% | $1,945-78.7% |