Retirement plan

MARCOU TRANSPORTATION GROUP 401(K) PLAN

Name: HARRISON GLOBAL LLC - MARCOU TRANSPORTATION GROUP 401(K) PLAN (2025) Form 5500
Creator: HARRISON GLOBAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARCOU TRANSPORTATION GROUP 401(K) PLAN, HARRISON GLOBAL LLC

HARRISON GLOBAL LLCEIN 45-4213532Plan #001PY 2025

880 MAIN STREET, SUITE 3 - WALTHAM, MA 01702781-693-5373

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$31.1M

+36.8% from 2020

Total participants

1,231

+7.7% from 2020

Average account balance

$73,621

+119.5% from 2020

Annual return

13.66%

+0.29 pp from 2020

Benchmarks

See 60 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort60 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.07M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

422

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.

28.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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 4 by compensation

Provider	Service type	Compensation
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232	Other Fees	$42,039
COMPASS 360, LLC1 year Filed as: COMPASS Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885	Other Services	$6,986
THE ANGELL PENSION GROUP, INC.1 year Filed as: ANGELL PENSION GROP Service code 49	Other Services	$6,563
THE ANGELL PENSION GROUP, INC.1 year Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914	Other Services	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D3H

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$14K

$12 / participant

Contract admin$11K77.6%
Other / not subdivided$3K22.4%

% of EOY assets

0.044%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,621

$56,734+29.8%

$68,368+7.7%

$103,975-29.2%

Participation rate

28.7%

61.6%-32.9pp

73.8%-45.1pp

72.5%-43.9pp

Annual return

13.66%

13.73%-0.1pp

292.57%-278.9pp

19.41%-5.8pp

Employer contribution / active EE

$667

$1,867-64.3%

$2,649-74.8%

$3,722-82.1%

Participant deferral / active EE

$1,633

$2,940-44.4%

$4,123-60.4%

$5,343-69.4%

Admin fee / account holder

$32

$263-87.7%

$5,150-99.4%

$332-90.3%

Provider

Service type

Compensation

OSAIC WEALTH INC1 year

Filed as: OSAIC WEALTH, INC.

Service code 99 · EIN 93-0987232

Other Fees

$42,039

COMPASS 360, LLC1 year

Filed as: COMPASS

Service code 49

118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885

Other Services

$6,986

THE ANGELL PENSION GROUP, INC.1 year

Filed as: ANGELL PENSION GROP

Service code 49

Other Services

$6,563

THE ANGELL PENSION GROUP, INC.1 year

Filed as: ANGELL PENSION GROUP

Service code 49

88 BOYD AVE · EAST PROVIDENCE, RI 02914

Other Services

MARCOU TRANSPORTATION GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARCOU TRANSPORTATION GROUP 401(K) 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