Plan Ledger DOL Form 5500 · updated monthly

Marquis Industries Inc.401(k)

MARQUIS INDUSTRIES 401(K) PLAN · CHATSWORTH, GA · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Marquis Industries Inc. reported $14,634 in plan administrative expenses for 2023: 0.46% of average plan assets, below the peer median. Employer contributions averaged $167 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 0.459%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Georgia (1,776th of 2,160), and 3,880th of 4,246 in wholesale trade. In 2023, employees put in $5.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,437,022
Participants with balances87
Active participants393
Employer contributions$65,630
Employee contributions$349,969
Employer contribution per active participant$167
Average account balance$39,506
Benefits paid to participants$291,441
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.4M · 87 accts · $66K emplr
2022$2.9M · 89 accts · $65K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,634
Total administrative$14,634
The Marquis Industries Inc. 401(k) match · 2023
Employer contribution per active participant$167
Median for plans this size$1,308
2023$167 per active participant
2022$190 per active participant

Marquis Industries Inc.'s 2023 employer contribution ran below the $1,308 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$14,633
WILSHIRE ADVISORS LLC · 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 history2
2023$14,634 · 0.46%
2022$14,047 · 0.46%
Same employer
Similar plansWholesale Trade · Georgia
Recteq, LLC GA$3.8M · 0.87%
Hettich America L.P. GA$3.7M · 0.80%
Premium Peanut, LLC GA$3.5M · 0.19%
St. Ives Country Club GA$1.6M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581888483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.