Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
KOSS-OLINGER CONSULTING, LLC6 years Filed as: KOSS OLINGER CONSULTING, LLC Service code 99 · EIN 59-1545914 | Other Fees | $54,730 |
Service code 49 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $10,940 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $3,414 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,758 | $46,332-35.8% | $143,799-79.3% | $64,819-54.1% |
| Participation rate | 98.7% | 64.2%+34.4pp | 80.3%+18.4pp | 71.5%+27.2pp |
| Annual return | -6.04% | -10.05%+4.0pp | -0.04%-6.0pp | 32.84%-38.9pp |
| Employer contribution / active EE | $3,629 | $1,911+89.9% | $4,952-26.7% | $2,507+44.8% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $27 | $154-82.4% | $14,677-99.8% | $188-85.6% |