Plan Ledger DOL Form 5500 · updated monthly

Community Providers of Adolescent Services, Inc. D/B/A Compass403(b)

COMPASS TAX DEFERRED ANNUITY PLAN · DORCHESTER, MA · plan year 2025

Reported admin expense ratio · 2025
0.75%

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

Community Providers of Adolescent Services, Inc. D/B/A Compass reported $64,968 in plan administrative expenses for 2025: 0.75% of average plan assets, above the peer median. Employer contributions averaged $1,631 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 4 years on file its reported administrative ratio has held roughly steady near 0.752%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Massachusetts (1,937th of 2,726), and 2,155th of 3,091 in educational services. In 2025, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 162 to 189 since 2022.

Plan summary
Net assets, end of year$9,554,968
Participants with balances200
Active participants189
Employer contributions$308,295
Employee contributions$619,184
Employer contribution per active participant$1,631
Average account balance$47,775
Benefits paid to participants$285,454
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.6M · 200 accts · $308K emplr
2024$7.7M · 189 accts · $267K emplr
2023$6.5M · 180 accts · $210K emplr
2022$5.3M · 196 accts · $193K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$64,918
Total administrative$64,968
Employer contributions to the Community Providers of Adolescent Services, Inc. D/B/A Compass plan · 2025
Employer contribution per active participant$1,631
Median for plans this size$1,464
2025$1,631 per active participant
2024$1,520 per active participant
2023$1,306 per active participant
2022$1,192 per active participant

Community Providers of Adolescent Services, Inc. D/B/A Compass's 2025 employer contribution ran above the $1,464 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$64,968 · 0.75%
2024$60,412 · 0.85%
2023$47,812 · 0.82%
2022$43,554 · 0.75%
All plans at this employer2
COMPASS TAX DEFERRED ANNUITY PLAN403(b)
COMPASS RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansEducational Services · Massachusetts
Navitas USA Holdings, LLC MA$9.5M · 0.78%
Laboure College MA$9.2M · 0.08%
Montserrat College of Art MA$9.0M · 0.29%
Hillside School, Inc MA$8.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042539383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.