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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVOY TPA AND RECORDKEEPING Service code 13 · EIN 27-4036926 | Contract Administrator | $52,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,364 | $50,637-28.2% | $86,582-58.0% | $62,293-41.6% |
| Participation rate | 91.0% | 67.9%+23.1pp | 73.5%+17.4pp | 69.5%+21.5pp |
| Annual return | 11.48% | 20.80%-9.3pp | 965.08%-953.6pp | 28.90%-17.4pp |
| Employer contribution / active EE | $2,149 | $2,075+3.5% | $2,839-24.3% | $2,042+5.2% |
| Participant deferral / active EE | $3,784 | $2,611+44.9% | $3,609+4.9% | $3,169+19.4% |
| Admin fee / account holder | $378 | $413-8.6% | $4,904-92.3% | $479-21.2% |