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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVOY TPA AND RECORDKEEPING Service code 13 · EIN 27-4036926 | Contract Administrator | $42,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,050 | $43,423-28.5% | $78,676-60.5% | $55,167-43.7% |
| Participation rate | 81.1% | 68.0%+13.1pp | 73.6%+7.6pp | 69.0%+12.2pp |
| Annual return | -1.21% | 11.53%-12.7pp | 62.19%-63.4pp | 169.23%-170.4pp |
| Employer contribution / active EE | $1,968 | $1,997-1.4% | $2,850-31.0% | $1,963+0.3% |
| Participant deferral / active EE | $3,506 | $2,509+39.7% | $3,517-0.3% | $3,054+14.8% |
| Admin fee / account holder | $276 | $416-33.6% | $4,510-93.9% | $504-45.2% |