Retirement plan

MARS DEFERRED COMPENSATION PLAN

Name: MARS, INCORPORATED - MARS DEFERRED COMPENSATION PLAN (2019) Form 5500
Creator: MARS, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARS DEFERRED COMPENSATION PLAN, MARS, INCORPORATED

MARS, INCORPORATEDEIN 22-1594774Plan #003PY 2019

350 CLARK DRIVE, SUITE 202 - MOUNT OLIVE, NJ 07828973-691-3500

Other plans on this EIN

5 filings

#001Retirement-$5.55B assets #004Retirement-$2.27B assets #007Retirement-$24.8M assets #008Retirement-$24.8M assets #006Retirement-$5.4M assets

Prospect flagsLow returnsHigh assets / participantLow employer contributionCorrective distributions

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)

$792.5M

+2.8% from 2018

Total participants

2,494

-11.6% from 2018

Average account balance

$319,292

+13.1% from 2018

Annual return

16.49%

+20.27 pp from 2018

Benchmarks

See 691 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort691 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$598.38M

Not enough data

1 years with asset history on file

Average account balance

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

$342K

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.

1,750

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.

78.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.21M

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

+9.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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 5 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$296,056
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524	Advisory (Participants)	$36,303
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$15,616
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171	Trustee (individual)	$11,346
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES Service code 27 · EIN 75-1680350	Advisory (Plan)	$8,817

Plan features & details

Pension benefit codes2E2F2G2J2S2T3F3H3J

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

4 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$353K

$441 / participant

Other / not subdivided$353K100.0%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$319,292

$55,790+472.3%

$76,817+315.7%

$67,579+372.5%

Participation rate

98.5%

71.1%+27.4pp

72.1%+26.4pp

71.3%+27.2pp

Annual return

16.49%

64.45%-48.0pp

1166.11%-1149.6pp

378.56%-362.1pp

Employer contribution / active EE

$1,810-100.0%

$2,302-100.0%

$2,148-100.0%

Participant deferral / active EE

$11,964

$2,875+316.1%

$3,336+258.6%

$3,539+238.0%

Admin fee / account holder

$142

$159-10.6%

$6,420-97.8%

$1420%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$296,056

STRATEGIC ADVISORS, INC.1 year

Service code 26 · EIN 04-2654524

Advisory (Participants)

$36,303

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$15,616

STRATEGIC ADVISORS, INC.5+ years

Filed as: STRATEGIC INVESTMENT GROUP

Service code 20 · EIN 52-1540171

Trustee (individual)

$11,346

LCG ASSOCIATES, INC.1 year

Filed as: LCG ASSOCIATES

Service code 27 · EIN 75-1680350

Advisory (Plan)

$8,817

MARS DEFERRED COMPENSATION PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARS DEFERRED COMPENSATION PLAN

Top hat statement on fileNQDC

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