Plan Ledger DOL Form 5500 · updated monthly

Compass Connections403(b)

COMPASS CONNECTIONS 403(B) RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Compass Connections reported $22,419 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,606 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,605th-largest of 5,688 plans among Texas employers on file, and the 4,807th of 11,911 in health care & social assistance. In 2023, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$13,468,136
Participants with balances4,566
Active participants4,150
Employer contributions$6,663,520
Employee contributions$5,866,189
Employer contribution per active participant$1,606
Average account balance$2,950
Benefits paid to participants$389,043
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $6.1M emplr
2023$13.5M · 4,566 accts · $6.7M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,419
Total administrative$22,419
Employer contributions to the Compass Connections plan · 2023
Employer contribution per active participant$1,606
Median for plans this size$2,440

Compass Connections'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 · 20231
GUIDESTONE FINANCIAL RESOURCES · Recordkeeping$22,419

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

Recordkeeper by year2
2024GUIDESTONE FINANCIAL RESOURCES
2023GUIDESTONE FINANCIAL RESOURCES

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

Administrative cost history2
2024Not separately reported
2023$22,419 · 0.17%
Similar plansHealth Care & Social Assistance · Texas

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Source: U.S. Department of Labor, Form 5500 series, EIN 461394166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.