Plan Ledger DOL Form 5500 · updated monthly

Marketing Alliance Group, Inc.401(k)

MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN · DALTON, GA · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Marketing Alliance Group, Inc. reported $39,436 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $543 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 2 years on file its reported administrative ratio has held roughly steady near 0.231%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 921st-largest of 2,160 plans among Georgia employers on file, and the 6,278th of 13,661 in manufacturing. In 2023, employees put in $3.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,276,644
Participants with balances1,048
Active participants1,009
Employer contributions$548,196
Employee contributions$2,110,735
Employer contribution per active participant$543
Average account balance$17,440
Benefits paid to participants$2,679,698
Plan auditUnmodified (clean) audit opinion
AuditorESTES & WALCOTT
Plan history2
Yearassets · accounts · employer contribution
2023$18.3M · 1,048 accts · $548K emplr
2022$15.8M · 1,028 accts · $936K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,436
Total administrative$39,436
The Marketing Alliance Group, Inc. 401(k) match · 2023
Employer contribution per active participant$543
Median for plans this size$2,440
2023$543 per active participant
2022$987 per active participant

Marketing Alliance Group, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$39,435
SAGEPOINT FINANCIAL INC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$39,436 · 0.23%
2022$38,576 · 0.23%
Same employer
Similar plansManufacturing · Georgia
Arylessence, Inc. GA$18.8M · 0.41%
Kliklok Corporation GA$18.7M · 0.06%
Tydenbrooks GA$18.5M · 0.52%
Daniel Defense, LLC GA$18.1M · 0.56%
Digirad Health Inc GA$17.2M · 0.35%
Sany America, Inc. GA$17.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582369193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.