Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 12 200 DRYDEN ROAD · DRESHER, PA 19025 | Claims processing; Recordkeeping and ... | $0 |
GOLDEN K PLANS, INC.6 years Service code 37 · EIN 95-4858436 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Loan Processing | $0 |
GOLDEN K WEALTH MANAGEMENT, LLC10+ years Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,681 | $45,123+36.7% | $85,240-27.6% | $74,478-17.2% |
| Participation rate | 49.7% | 49.4%+0.4pp | 67.5%-17.8pp | 67.2%-17.5pp |
| Annual return | 12.00% | 26.32%-14.3pp | 66.75%-54.8pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,159 | $1,459-20.5% | $2,735-57.6% | $2,626-55.9% |
| Participant deferral / active EE | $2,367 | $2,736-13.5% | $4,527-47.7% | $4,350-45.6% |
| Admin fee / account holder | $334 | $2,215-84.9% | $6,165-94.6% | $1,946-82.8% |