Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
KOSS-OLINGER CONSULTING, LLC3 years Filed as: KOSS OLINGER CONSULTING LLC Service code 99 | Other Fees | $37,852 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,615 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,512 |
PURVIS GRAY1 year Filed as: PURVIS, GRAY & COMPANY Service code 99 | Other Fees | $1,517 |
KOSS-OLINGER CONSULTING, LLC3 years Filed as: KOSS OLINGER CONSULTING, LLC Service code 99 · EIN 27-0769425 | Other Fees | $0 |
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 | $25,667 | $62,928-59.2% | $172,755-85.1% | $67,579-62.0% |
| Participation rate | 99.4% | 64.5%+35.0pp | 82.6%+16.8pp | 71.3%+28.2pp |
| Annual return | 0.83% | 30.36%-29.5pp | 802.94%-802.1pp | 378.56%-377.7pp |
| Employer contribution / active EE | $3,069 | $1,636+87.6% | $5,144-40.3% | $2,148+42.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $29 | $167-82.9% | $13,955-99.8% | $142-79.9% |