Overview

Plan Rating

BrightScope Rating
82
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (19)
Average in Peer Group (72)
Highest in Peer Group (84)

Plan Description

Marshall Associates, Inc. Profit Sharing & 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Marshall Associates, Inc. Profit Sharing & 401k Plan currently has over 100 active participants and over $25.0M in plan assets.

Did you know?

For the average 401k participant, the 2 point difference between this plan's BrightScope Rating (82) and the top rated plan (84) could equate to:
1
Additional years of work
59,031
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1131 W. Blackhawk Suite 2
  • Location
    Chicago , IL
  • 60642
  • Industry
    Sporting and Recreational Goods and Supplies Merchant Wholesalers
  • Administrator
    Sendi Gonzalez
  • Net Plan Assets
    $25,000,000
  • Total Participants
    160
  • Avg Account Balance
    $160,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Brunswick Bowling Products 83.7
Lipseys, L.L.C. 82.4
Kids II 80.2
Aqua Lung 77.4
Franklin Sports 76.3
Intex 73.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 18%
9%
American Funds Growth Fund of America 12%
22%
Vanguard 500 Index 8%
13%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
John Daniel Hansen
Investment Adviser
Plexus Financial Services
Recordkeeper
American Funds (Capital Group)
Auditor
McGladrey Wealth Management LLC

Articles and Questions

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