Plan Ledger DOL Form 5500 · updated monthly

Compass Construction Management401(k)

COMPASS CONSTRUCTION 401(K) PLAN · KIRKLAND, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Compass Construction Management reported $19,851 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,170 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 fell from 0.25% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Washington (1,048th of 1,714), and 3,031st of 5,337 in construction. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has shrunk from 146 to 128 since 2022.

Plan summary
Net assets, end of year$10,450,057
Participants with balances120
Active participants128
Employer contributions$405,786
Employee contributions$968,855
Employer contribution per active participant$3,170
Average account balance$87,084
Benefits paid to participants$353,778
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 120 accts · $406K emplr
2023$8.2M · 126 accts · $413K emplr
2022$6.2M · 127 accts · $415K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$750
Investment management$19,101
Total administrative$19,851
The Compass Construction Management 401(k) match · 2024
Employer contribution per active participant$3,170
Median for plans this size$1,313
2024$3,170 per active participant
2023$3,154 per active participant
2022$2,841 per active participant

Compass Construction Management's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
SAGE ADVISORS, LLC · Investment management$19,101

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$19,851 · 0.21%
2023$16,682 · 0.23%
2022$15,780 · 0.25%
Same employer
Similar plansConstruction · Washington
Jas Design-Build Inc WA$12.1M · 0.09%
Faber Construction, Inc. WA$11.6M · 0.74%
Psf Mechanical, Inc. WA$10.5M · 0.10%
Mastercraft Electric, Inc. WA$10.1M · 0.59%
McClure & Sons, Inc. WA$10.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911914353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.