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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVOY TPA AND RECORDKEEPING Service code 14 · EIN 27-4036926 | Plan Administrator | $6,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,872 | $51,226-12.4% | $82,744-45.8% | $66,938-33.0% |
| Participation rate | 35.9% | 67.9%-32.0pp | 72.6%-36.7pp | 69.8%-34.0pp |
| Annual return | -18.13% | -9.61%-8.5pp | 702.22%-720.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $920 | $2,612-64.8% | $3,008-69.4% | $2,545-63.9% |
| Participant deferral / active EE | $2,070 | $3,460-40.2% | $4,395-52.9% | $4,238-51.2% |
| Admin fee / account holder | $81 | $416-80.5% | $5,325-98.5% | $594-86.4% |