Plan Ledger DOL Form 5500 · updated monthly

Compass Community Health401(k)

COMPASS COMMUNITY HEALTH 401(K) PROFIT SHARING & TRUST · PORTSMOUTH, OH · plan year 2023

Reported admin expense ratio · 2023
0.74%

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

Compass Community Health reported $16,596 in plan administrative expenses for 2023: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,263 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 1 year on file its reported administrative ratio fell from 1.15% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,935th of 3,295), and 9,598th of 11,911 in health care & social assistance. In 2023, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,549,385
Participants with balances63
Active participants62
Employer contributions$78,327
Employee contributions$247,390
Employer contribution per active participant$1,263
Average account balance$40,466
Benefits paid to participants$99,041
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.5M · 63 accts · $78K emplr
2022$2.0M · 136 accts · $253K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,182
Investment management$14,414
Total administrative$16,596
The Compass Community Health 401(k) match · 2023
Employer contribution per active participant$1,263
Median for plans this size$1,308
2023$1,263 per active participant
2022$4,597 per active participant

Compass Community Health's 2023 employer contribution ran below the $1,308 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 · 20232
ADP, INC. · Loan processing · Recordkeeping$9,262
EDWARD JONES · Recordkeeping · Trustee$7,334

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

Administrative cost history2
2023$16,596 · 0.74%
2022$49,254 · 1.15%
Similar plansHealth Care & Social Assistance · Ohio
Jewish Community Center OH$2.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455385046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.