Retirement plan

MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN

Name: MAN CAPITAL CORPORATION - MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN (2024) Form 5500
Creator: MAN CAPITAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN, MAN CAPITAL CORPORATION

MAN CAPITAL CORPORATIONEIN 13-3528350Plan #001PY 2024

591 SW 13TH TERRACE - POMPANO BEACH, FL 33069732-582-8220

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$56.3M

+11.2% from 2023

Total participants

300

+1.7% from 2023

Average account balance

$203,254

+12.0% from 2023

Annual return

14.29%

+1.82 pp from 2023

Benchmarks

See 2,349 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,349 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$56.30M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$203K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

277

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$113

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
RSM US LLP8 years Service code 10 · EIN 42-0714325	Accounting	$16,538
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$14,721
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259	Directed Trustee	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S3H2X

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$31K

$193 / participant

Recordkeeping$12K37.2%
Investment mgmt$3K9.9%
Other / not subdivided$17K52.9%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: $16,538
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$203,254

$88,137+130.6%

$164,975+23.2%

$74,429+173.1%

Participation rate

85.8%

73.1%+12.7pp

78.6%+7.2pp

67.2%+18.6pp

Annual return

14.29%

17.13%-2.8pp

70.12%-55.8pp

1368.38%-1354.1pp

Employer contribution / active EE

$3,569

$2,597+37.4%

$4,343-17.8%

$2,625+36.0%

Participant deferral / active EE

$7,534

$4,501+67.4%

$6,033+24.9%

$4,348+73.3%

Admin fee / account holder

$113

$2,231-94.9%

$12,688-99.1%

$1,944-94.2%

Provider

Service type

Compensation

RSM US LLP8 years

Service code 10 · EIN 42-0714325

Accounting

$16,538

CHARLES SCHWAB & CO., INC.4 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$14,721

CHARLES SCHWAB & CO., INC.6 years

Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.10+ years

Service code 59 · EIN 94-1737782

Shareholder Servicing

CHARLES SCHWAB & CO., INC.5 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 25 · EIN 82-3967259

Directed Trustee

MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion