Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
KOSS-OLINGER CONSULTING, LLC4 years Filed as: KOSS OLINGER CONSULTING, LLC Service code 99 · EIN 27-0769425 | Other Fees | $42,360 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 27 | Advisory (Plan) | $3,194 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,384 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,384 |
PURVIS GRAY1 year Filed as: PURVIS, GRAY AND COMPANY, LLP Service code 99 · EIN 11-1000111 | Other Fees | $1,299 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,275 | $52,293-44.0% | $178,490-83.6% | $73,409-60.1% |
| Participation rate | 98.9% | 65.3%+33.5pp | 81.9%+16.9pp | 72.2%+26.7pp |
| Annual return | 4.30% | 34.75%-30.4pp | 151.07%-146.8pp | 59.29%-55.0pp |
| Employer contribution / active EE | $3,162 | $1,735+82.2% | $5,011-36.9% | $2,234+41.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $83 | $127-34.7% | $13,984-99.4% | $158-47.3% |