Plan Ledger DOL Form 5500 · updated monthly

Marex North America LLC401(k)

MAREX NORTH AMERICA LLC 401(K) PLAN · NEW YORK, NY · plan year 2021

Reported admin expense ratio · 2021
0.00%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Marex North America LLC reported $1,251 in plan administrative expenses for 2021: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $749 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 109 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,396th-largest of 5,648 plans among New York employers on file, and the 1,724th of 4,798 in finance & insurance. In 2021, employees put in $13.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,164,935
Participants with balances248
Active participants235
Employer contributions$176,006
Employee contributions$2,319,500
Employer contribution per active participant$749
Average account balance$194,213
Benefits paid to participants$2,540,821
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2022$42.8M · 362 accts · $176K emplr
2021$48.2M · 248 accts · $176K emplr
The Marex North America LLC 401(k) match · 2021
Employer contribution per active participant$749
Median for plans this size$2,122
2022$486 per active participant
2021$749 per active participant

Marex North America LLC's 2021 employer contribution ran below the $2,122 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$28,043 · 0.06%
2021$1,251 · 0.00%
Similar plansFinance & Insurance · New York
Traxys North America LLC NY$48.3M · 0.26%
Dexia Holdings, Inc. NY$48.0M · 0.16%
M&T Bank Corporation NY$46.6M · 0.02%
Evo Merchant Services, LLC NY$45.8M · 0.49%
Amalgamated Bank NY$45.4M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 980672474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.