Plan Ledger DOL Form 5500 · updated monthly

Marquis Hot Tubs, LLC, a Delaware Limited Liability Company401(k)

MARQUIS HOT TUBS 401(K) PLAN · INDEPENDENCE, OR · plan year 2022

Reported admin expense ratio · 2022
0.45%

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

Marquis Hot Tubs, LLC, a Delaware Limited Liability Company reported $98,623 in plan administrative expenses for 2022: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,089 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 308th-largest of 1,021 plans among Oregon employers on file, and the 4,924th of 13,661 in manufacturing. In 2022, employees put in $3.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,469,161
Participants with balances257
Active participants203
Employer contributions$221,074
Employee contributions$766,418
Employer contribution per active participant$1,089
Average account balance$102,993
Benefits paid to participants$8,028,579
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY
Administrative expenses, itemized · 2022
Investment management$4,316
Total administrative$98,623
The Marquis Hot Tubs, LLC, a Delaware Limited Liability Company 401(k) match · 2022
Employer contribution per active participant$1,089
Median for plans this size$2,266

Marquis Hot Tubs, LLC, a Delaware Limited Liability Company's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$98,623 · 0.45%
Similar plansManufacturing · Oregon
Bruce Packing Co., Inc. OR$28.4M · 0.50%
Freres Lumber Co., Inc. OR$28.0M · 0.16%
Benchmade Knife Co., Inc. OR$26.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930794376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.