Retirement plan

MARATHON HEALTH, LLC. 401(K) PLAN

Name: MARATHON HEALTH, LLC. - MARATHON HEALTH, LLC. 401(K) PLAN (2020) Form 5500
Creator: MARATHON HEALTH, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARATHON HEALTH, LLC. 401(K) PLAN, MARATHON HEALTH, LLC.

MARATHON HEALTH, LLC.EIN 26-0103977Plan #001PY 2020

20 WINOOSKI FALLS WAY, STE 400 - WINOOSKI, VT 05404802-857-0400marathon-health.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 21, 2010

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$33.7M

+33.3% from 2019

Total participants

1,077

+44.8% from 2019

Average account balance

$34,763

-7.0% from 2019

Annual return

20.20%

-10.66 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$81.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$45K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,795

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$147

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 17 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$59,782
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ Service code 28 · EIN 02-0639354	Investment Management	$0
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150	Investment Management	$0
BUFFALO FUNDS2 years Service code 28 · EIN 48-1069845	Investment Management	$0
COLUMBIA6+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450	Investment Management	$0
DODGE & COX6+ years Service code 28 · EIN 94-1441976	Investment Management	$0
DWS FUNDS6+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
HARBOR6+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462	Investment Management	$0
INVESCO1 year Service code 28 · EIN 26-4521338	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2H2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$108K

$118 / participant

Other / not subdivided$108K100.0%

% of EOY assets

0.321%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MCSOLEY MCCOY & CO
Auditor EIN: 030327374
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,763

$52,293-33.5%

$178,499-80.5%

$73,412-52.6%

Participation rate

88.2%

65.3%+22.9pp

81.9%+6.3pp

72.2%+16.0pp

Annual return

20.20%

34.75%-14.5pp

151.10%-130.9pp

59.30%-39.1pp

Employer contribution / active EE

$1,809

$1,735+4.2%

$5,011-63.9%

$2,234-19.0%

Participant deferral / active EE

$3,863

$2,332+65.6%

$5,202-25.8%

$3,806+1.5%

Admin fee / account holder

$112

$127-12.3%

$13,986-99.2%

$158-29.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$59,782

ALLIANZ GLOBAL INVESTORS1 year

Filed as: ALLIANZ

Service code 28 · EIN 02-0639354

Investment Management

AMERICAN REALTY ADVISORS5 years

Filed as: AMERICAN BEACON FUNDS

Service code 28 · EIN 75-2401150

Investment Management

BUFFALO FUNDS2 years

Service code 28 · EIN 48-1069845

Investment Management

COLUMBIA6+ years

Filed as: COLUMBIA FUNDS

Service code 28 · EIN 93-0577450

Investment Management

DODGE & COX6+ years

Service code 28 · EIN 94-1441976

Investment Management

DWS FUNDS6+ years

Filed as: DWS INVESTMENTS

Service code 28 · EIN 13-3241232

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

HARBOR6+ years

Filed as: HARBOR CAPITAL

Service code 28 · EIN 04-2679462

Investment Management

INVESCO1 year

Service code 28 · EIN 26-4521338

Investment Management

MARATHON HEALTH, LLC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARATHON HEALTH, LLC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion