Plan Ledger DOL Form 5500 · updated monthly

Marquis Companies I, Inc.401(k)

THE MARQUIS 401(K) SAVINGS PLAN · MILWAUKIE, OR · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Marquis Companies I, Inc. reported $307,978 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $239 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 rose from 0.32% to 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 124th-largest of 1,021 plans among Oregon employers on file, and the 1,337th of 11,911 in health care & social assistance. In 2024, employees put in $8.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,555,231
Participants with balances1,763
Active participants3,621
Employer contributions$865,304
Employee contributions$6,968,587
Employer contribution per active participant$239
Average account balance$43,423
Benefits paid to participants$9,652,635
Plan auditUnmodified (clean) audit opinion
AuditorISLER NORTHWEST
Plan history3
Yearassets · accounts · employer contribution
2024$76.6M · 1,763 accts · $865K emplr
2023$72.3M · 1,783 accts · $910K emplr
2022$60.4M · 1,754 accts · $758K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$243,782
Investment management$64,196
Total administrative$307,978
The Marquis Companies I, Inc. 401(k) match · 2024
Employer contribution per active participant$239
Median for plans this size$3,635
2024$239 per active participant
2023$248 per active participant
2022$223 per active participant

Marquis Companies I, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NAVIQUANT · Investment advisory (plan)$87,530
FINANCIAL ADVOCATES INVESTMENT MANA · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$307,978 · 0.41%
2023$257,536 · 0.39%
2022$206,598 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Ochin, Inc. OR$90.3M · 0.14%
The Portland Clinic LLP OR$83.6M · 0.18%
Slocum Orthopedics, P.C. OR$73.6M · 0.19%
Bend Memorial Clinic, P.C. OR$61.9M · 0.01%
Women's Care, P.C. OR$59.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931054024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.