Plan Ledger DOL Form 5500 · updated monthly

Compa Industries, Inc.401(k)

COMPA INDUSTRIES, INC. 401(K) PLAN · LOS ALAMOS, NM · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Compa Industries, Inc. reported $9,352 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,291 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 rose from 0.07% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 124th-largest of 290 plans among New Mexico employers on file, and the 910th of 2,534 in administrative & support services. In 2024, employees put in $3.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,867,799
Participants with balances332
Active participants282
Employer contributions$364,052
Employee contributions$1,093,087
Employer contribution per active participant$1,291
Average account balance$35,746
Benefits paid to participants$1,764,882
Plan auditUnmodified (clean) audit opinion
AuditorSMITH, CARNEY & CO.,P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 332 accts · $364K emplr
2023$11.0M · 308 accts · $274K emplr
2022$9.9M · 267 accts · $179K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,352
Total administrative$9,352
The Compa Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,291
Median for plans this size$2,416
2024$1,291 per active participant
2023$993 per active participant
2022$642 per active participant

Compa Industries, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20246
NATIONWIDE · Contract administrator · Loan processing$19,962
ALLIANCE BENEFIT GROUP · Contract administrator · Other services$6,938
IRON FIDUCIARY · Contract administrator · Loan processing$2,236
PRUCO SECURITIES, LLC · Contract administrator · Loan processingindirect comp
CUSTOM BENEFIT OF HOUSTON · Contract administrator · Loan processingindirect comp
LPL ENTERPRISE LLC · Contract administrator · Loan processingindirect comp

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

Administrative cost history3
2024$9,352 · 0.08%
2023$6,853 · 0.07%
2022$7,518 · 0.07%
Similar plansAdministrative & Support Services · New Mexico
Akal Security, Inc. NM$10.8M · 0.70%
Healthcare Packaging US NM$10.1M · 0.60%
Adc LTD Nm NM$7.0M · 0.39%
Perikin Enterprises, LLC NM$6.3M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330203447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.