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| Provider | Service type | Compensation |
|---|---|---|
KOSS-OLINGER CONSULTING, LLC4 years Filed as: KOSS OLINGER & COMPANY LLC Service code 27 2700 NW 43RD ST · GAINESVILLE, FL 32606 | Advisory (Plan) | $20,527 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $12,300 |
SVRPC, INC.4 years Service code 13 | Contract Administrator | $3,421 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,016 | $102,429-71.7% | $147,096-80.3% | $80,925-64.1% |
| Participation rate | 94.7% | 75.9%+18.8pp | 82.2%+12.5pp | 67.7%+27.0pp |
| Annual return | 11.37% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,285 | $3,716-65.4% | $4,936-74.0% | $2,756-53.4% |
| Participant deferral / active EE | $3,238 | $6,649-51.3% | $8,071-59.9% | $4,299-24.7% |
| Admin fee / account holder | $386 | $7,957-95.2% | $13,005-97.0% | $6,940-94.4% |