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.
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| Provider | Service type | Compensation |
|---|---|---|
GOLDEN K WEALTH MANAGEMENT, LLC5+ years Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $47,755 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 12 200 DRYDEN ROAD · DRESHER, PA 19025 | Participant loan processing; Recordke... | $14,118 |
GOLDEN K PLANS, INC.1 year Service code 37 · EIN 95-4858436 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Loan Processing | $10,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,136 | $40,522+13.9% | $84,628-45.5% | $67,579-31.7% |
| Participation rate | 56.5% | 51.1%+5.4pp | 68.2%-11.8pp | 71.3%-14.8pp |
| Annual return | 60.42% | 32.72%+27.7pp | 258.80%-198.4pp | 378.56%-318.1pp |
| Employer contribution / active EE | $1,132 | $1,146-1.3% | $2,653-57.3% | $2,148-47.3% |
| Participant deferral / active EE | $2,037 | $2,132-4.4% | $3,900-47.8% | $3,539-42.4% |
| Admin fee / account holder | $245 | $145+68.9% | $4,914-95.0% | $142+72.5% |