Plan Ledger DOL Form 5500 · updated monthly

Compact Information Systems, LLC401(k)

COMPACT INFORMATION SYSTEMS, LLC 401(K) PLAN · REDMOND, WA · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Compact Information Systems, LLC reported $93,820 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,356 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 has held roughly steady near 0.88%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,013th of 1,714), and 7,644th of 11,654 in professional & technical services. In 2023, employees put in $3.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,163,388
Participants with balances145
Active participants92
Employer contributions$216,791
Employee contributions$731,303
Employer contribution per active participant$2,356
Average account balance$76,989
Benefits paid to participants$2,559,812
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.5M · 145 accts · $223K emplr
2023$11.2M · 145 accts · $217K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$93,820
Total administrative$93,820
The Compact Information Systems, LLC 401(k) match · 2023
Employer contribution per active participant$2,356
Median for plans this size$2,440
2024$2,248 per active participant
2023$2,356 per active participant

Compact Information Systems, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
TRANSAMERICA RETIREMENT SOLNS · Recordkeeping · Loan processing$13,211
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$11,007
LINCOLN INVESTMENT PLANNING · Investment advisory (plan)$27,599
MESIROW FINANCIAL · Investment advisory (plan)$2,210

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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

Administrative cost history2
2024$94,717 · 0.88%
2023$93,820 · 0.84%
Similar plansProfessional & Technical Services · Washington
Newengen, Inc. WA$11.6M · 0.80%
Hiya, Inc. WA$11.6M · 0.36%
Karat, Inc. WA$11.4M · 0.03%
Maq, LLC dba Maq Software WA$11.2M · 0.14%
Sazan Group, Inc. WA$11.0M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911542980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.