Plan Ledger DOL Form 5500 · updated monthly

Marietta Health Care Physicians, Inc.403(b)

MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN · MARIETTA, OH · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Marietta Health Care Physicians, Inc. reported $95,720 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,068 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 fell from 0.45% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 476th-largest of 3,295 plans among Ohio employers on file, and the 1,399th of 11,911 in health care & social assistance. In 2024, employees put in $14.05 for every $1.00 the employer contributed; active participation has grown from 313 to 352 since 2022.

Plan summary
Net assets, end of year$72,822,231
Participants with balances382
Active participants352
Employer contributions$375,977
Employee contributions$5,282,625
Employer contribution per active participant$1,068
Average account balance$190,634
Benefits paid to participants$6,300,187
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.8M · 382 accts · $376K emplr
2023$64.1M · 362 accts · $792K emplr
2022$52.3M · 351 accts · $793K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,720
Total administrative$95,720
Employer contributions to the Marietta Health Care Physicians, Inc. plan · 2024
Employer contribution per active participant$1,068
Median for plans this size$3,635
2024$1,068 per active participant
2023$2,445 per active participant
2022$2,535 per active participant

Marietta Health Care Physicians, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
NATIONWIDE · Recordkeeping · Securities brokerage$75,326
RAYMOND JAMES & ASSOCIATES INC · Insurance broker · Investment advisory (participants)$54,935
FIDUCIARY WISE, LLC · Plan administrator$24,912
LATITUDE SERVICE COMPANY, INC. · Other services$13,555
TRUSTMONT FINANCIAL GROUP, INC · Insurance broker · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$95,720 · 0.14%
2023$281,122 · 0.48%
2022$250,767 · 0.45%
Similar plansHealth Care & Social Assistance · Ohio
Mayfield Clinic, Inc. OH$73.0M · 0.22%
Ohio Living OH$72.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311375125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.