Retirement plan

MARATHON HEALTH, LLC. 401(K) PLAN

Name: MARATHON HEALTH, LLC. - MARATHON HEALTH, LLC. 401(K) PLAN (2022) 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 2022

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

Prospect flagsCorrective distributions

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)

$52.8M

-5.8% from 2021

Total participants

1,634

+6.0% from 2021

Average account balance

$35,547

-12.8% from 2021

Annual return

-15.38%

-67.23 pp from 2021

Benchmarks

See 1,377 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,377 peers

Snapshot2022

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 11 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$97,613
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150	Investment Management	$0
BUFFALO FUNDS4 years Service code 28 · EIN 48-1069845	Investment Management	$0
COLUMBIA8+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450	Investment Management	$0
DODGE & COX8+ years Service code 28 · EIN 94-1441976	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644	Investment Management	$0
PIMCO FUNDS8+ years Service code 28 · EIN 33-0629048	Investment Management	$0
WILLIS TOWERS WATSON US LLC4 years Filed as: SCHWABE, WILLIAMSON & WYATT Service code 28 · EIN 93-1130272	Investment Management	$0
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$191K

$155 / participant

Other / not subdivided$191K100.0%

% of EOY assets

0.362%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,547

$45,000-21.0%

$143,788-75.3%

$77,906-54.4%

Participation rate

88.0%

66.8%+21.2pp

80.3%+7.7pp

73.7%+14.3pp

Annual return

-15.38%

29.03%-44.4pp

-0.03%-15.4pp

12.16%-27.5pp

Employer contribution / active EE

$2,939

$1,870+57.2%

$4,952-40.7%

$2,846+3.2%

Participant deferral / active EE

$6,195

$3,157+96.3%

$5,638+9.9%

$4,805+28.9%

Admin fee / account holder

$129

$98+30.7%

$14,675-99.1%

$133-3.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC4 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$97,613

AMERICAN REALTY ADVISORS7 years

Filed as: AMERICAN BEACON FUNDS

Service code 28 · EIN 75-2401150

Investment Management

BUFFALO FUNDS4 years

Service code 28 · EIN 48-1069845

Investment Management

COLUMBIA8+ years

Filed as: COLUMBIA FUNDS

Service code 28 · EIN 93-0577450

Investment Management

DODGE & COX8+ years

Service code 28 · EIN 94-1441976

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

MFS INVESTMENT MANAGEMENT5 years

Filed as: MFS FUNDS

Service code 28 · EIN 04-2747644

Investment Management

PIMCO FUNDS8+ years

Service code 28 · EIN 33-0629048

Investment Management

WILLIS TOWERS WATSON US LLC4 years

Filed as: SCHWABE, WILLIAMSON & WYATT

Service code 28 · EIN 93-1130272

Investment Management

T ROWE PRICE RPS INC5 years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

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