Retirement plan

U. S. RETIREMENT PLAN

Name: MARS, INCORPORATED - U. S. RETIREMENT PLAN (2021) Form 5500
Creator: MARS, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U. S. RETIREMENT PLAN, MARS, INCORPORATED

MARS, INCORPORATEDEIN 22-1594774Plan #001PY 2021

800 HIGH STREET - HACKETTSTOWN, NJ 07840703-821-4900

Other plans on this EIN

4 filings

#004Retirement-$2.89B assets #008Retirement-$1.06B assets #003Retirement-$805.2M assets #006Retirement-$6.2M assets

Prospect flagsHigh retiree %Low employer contribution

Top hat statement on fileNQDC

Filed March 10, 2009 (most recent of 3 filings on file)

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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Total assets (EOY)

$6425.1M

-2.0% from 2016

Total participants

29,147

-3.5% from 2016

Average account balance

No prior year

Annual return

9.95%

-5.15 pp from 2016

Benchmarks

See 206 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants>=10,000

Cohort206 peers

Snapshot2021

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.09B

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

18,692

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

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

+1.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 10 of 50 by compensation

Provider	Service type	Compensation
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL MANAGEMENT Service code 28 · EIN 04-3472863	Investment Management	$7,506,529
SIG2 years Service code 27 · EIN 52-1540171	Advisory (Plan)	$7,141,097
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291	Actuarial	$2,067,846
ACADIAN ASSET MANAGEMENT LLC1 year Filed as: ACADIAN EMERGING MARKETS EQ II Service code 28 · EIN 04-2929221	Investment Management	$1,260,205
JPMCB STRATEGIC PROPERTY FUND7+ years Service code 24 · EIN 13-4994650	Discretionary Trustee	$1,200,878
PERFORMANCE EQUITY MANAGEMENT, LLC1 year Filed as: PERFORMANCE BUYOUT FOF II LP Service code 28 · EIN 54-2096451	Investment Management	$1,001,511
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860	Bank Trustee	$852,498
GRAHAM PARTNERS IV PARALLEL, LP5 years Service code 51 · EIN 47-4195673	Investment Mgmt Fees	$447,695
MWE2 years Service code 29 · EIN 36-1453176	Legal	$437,492
METLIFE LIFE INSURANCE COMPANY1 year Filed as: METLIFE Service code 28 · EIN 52-1540171	Investment Management	$396,806

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C1E3F3H3J

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1E
Section 401(h) arrangement
Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3J
U.S.-based Puerto Rico dual-qualified plan
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$27.2M

$2472 / participant

Investment mgmt$12M42.8%
Contract admin$60K0.2%
Other / not subdivided$15M56.9%

% of EOY assets

0.424%

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: PRICEWATERHOUSECOOPERS
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,981-100.0%

Participation rate

0.0%

0.0%0pp

5.3%-5.3pp

0.0%0pp

Annual return

9.95%

13.51%-3.6pp

11.38%-1.4pp

13.51%-3.6pp

Employer contribution / active EE

$8,170-100.0%

$18,467-100.0%

$8,170-100.0%

Participant deferral / active EE

$488-100.0%

$71-100.0%

$488-100.0%

Admin fee / account holder

$786-100.0%

Provider

Service type

Compensation

ARROWSTREET CAPITAL3 years

Filed as: ARROWSTREET CAPITAL MANAGEMENT

Service code 28 · EIN 04-3472863

Investment Management

$7,506,529

SIG2 years

Service code 27 · EIN 52-1540171

Advisory (Plan)

$7,141,097

WILLIS TOWERS WATSON US LLC7+ years

Filed as: TOWERS WATSON DELAWARE INC

Service code 11 · EIN 53-0181291

Actuarial

$2,067,846

ACADIAN ASSET MANAGEMENT LLC1 year

Filed as: ACADIAN EMERGING MARKETS EQ II

Service code 28 · EIN 04-2929221

Investment Management

$1,260,205

JPMCB STRATEGIC PROPERTY FUND7+ years

Service code 24 · EIN 13-4994650

Discretionary Trustee

$1,200,878

PERFORMANCE EQUITY MANAGEMENT, LLC1 year

Filed as: PERFORMANCE BUYOUT FOF II LP

Service code 28 · EIN 54-2096451

Investment Management

$1,001,511

NORTHERN TRUST COMPANY2 years

Filed as: NORTHERN TRUST

Service code 21 · EIN 36-1561860

Bank Trustee

$852,498

GRAHAM PARTNERS IV PARALLEL, LP5 years

Service code 51 · EIN 47-4195673

Investment Mgmt Fees

$447,695

MWE2 years

Service code 29 · EIN 36-1453176

Legal

$437,492

METLIFE LIFE INSURANCE COMPANY1 year

Filed as: METLIFE

Service code 28 · EIN 52-1540171

Investment Management

$396,806

U. S. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U. S. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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