Retirement plan

MARQUIS SALES AND MARKETING 401K PSP

Name: MARQUIS SALES & MARKETING - MARQUIS SALES AND MARKETING 401K PSP (2020) Form 5500
Creator: MARQUIS SALES & MARKETING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARQUIS SALES AND MARKETING 401K PSP, MARQUIS SALES & MARKETING

MARQUIS SALES & MARKETINGEIN 47-0966765Plan #001PY 2020

12512 GARROW DR - CLEAR SPRING, MD 217221722301-992-7405

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$684K

+16.2% from 2019

Total participants

0.0% from 2019

Average account balance

$97,744

+16.2% from 2019

Annual return

9.83%

-46.85 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$900K

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+9.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$606

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$40K

$6732 / participant

Other / not subdivided$40K100.0%

% of EOY assets

5.903%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,744

$112,935-13.5%

$90,970+7.4%

$158,966-38.5%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

9.83%

215.79%-206.0pp

134.58%-124.7pp

302.95%-293.1pp

Employer contribution / active EE

$7,740

$2,895+167.4%

$2,122+264.7%

$4,762+62.5%

Participant deferral / active EE

$4,413

$4,129+6.9%

$3,373+30.8%

$5,983-26.2%

Admin fee / account holder

$5,770

$8,045-28.3%

$5,960-3.2%

$11,250-48.7%

MARQUIS SALES AND MARKETING 401K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARQUIS SALES AND MARKETING 401K PSP

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