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, LLC6+ years Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $59,781 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 12 200 DRYDEN ROAD · DRESHER, PA 19025 | Claims processing; Recordkeeping fees... | $20,740 |
GOLDEN K PLANS, INC.2 years Service code 37 · EIN 95-4858436 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Loan Processing | $4,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,209 | $43,133+28.0% | $89,391-38.2% | $73,488-24.9% |
| Participation rate | 63.4% | 55.0%+8.5pp | 68.0%-4.5pp | 70.7%-7.3pp |
| Annual return | 15.27% | 135.66%-120.4pp | 245.62%-230.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,688 | $1,438+17.4% | $2,586-34.7% | $2,270-25.6% |
| Participant deferral / active EE | $3,326 | $2,445+36.0% | $3,890-14.5% | $3,740-11.1% |
| Admin fee / account holder | $280 | $444-37.0% | $4,881-94.3% | $513-45.5% |