The Marcus Corporation 401(k) Review & Grade
The Marcus Corp 401k Retirement Savings Plan
Milwaukee, WIAccommodation & Food Services4,889 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$584Employer $ per active participant
$1,316Employee $ saved per active participant
0.16%Direct admin cost, % of plan assets
$108.7MNet plan assets, end of year
–Average balance per account (account count looks misreported)
Score breakdown
- Employer generosity39.3 / 5079th percentile for employer $ per participant
- Low cost10.6 / 2542th percentile for low admin cost vs. same-size plans
- Employee saving10.6 / 1571th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score64 / 100 · Grade B
This plan vs. peers
Peers: Accommodation & Food Services plans with 2,500–9,999 active participants (104 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 79th |
| Lower admin cost | 42th |
| Employee saving | 71th |
| Peers that auto-enroll | 15% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Marcus put in about $584 per active participant, more than the typical peer ($244). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $2,856,413 |
| Participant (employee) contributions | $6,432,211 |
| Other contributions (incl. rollovers in) | $2,361,929 |
| Administrative expenses paid from the plan | $156,842 |
| Contract administrator fees | $156,842 |
| Benefits paid out | $7,256,511 |
| Net assets, start / end of year | $91.6M / $108.7M |
| Active participants, start / end of year | 4,817 / 4,961 |
| Participants with account balances | 1,689 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Wipfli LLP |
| Employer stock held by plan | $9,328,561 |
Largest service providers (Schedule C)
| Principal Life Insurance Company | $156,707 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250625144253NAL0008224865001, received 2025-06-25, EIN 39-1139844, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.