Plan Ledger DOL Form 5500 · updated monthly

Compass Enterprise, Inc. dba Home Instead Senior Care 606401(k)

RETIREMENT INCOME SECURITY PLAN-HOME INSTEAD SENIOR CARE 606 · HILLSBORO, OR · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Compass Enterprise, Inc. dba Home Instead Senior Care 606 reported $7,547 in plan administrative expenses for 2022: 0.92% of average plan assets, above the peer median. Employer contributions averaged $251 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (970th of 1,021), and 11,039th of 11,911 in health care & social assistance. In 2022, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$842,094
Participants with balances43
Active participants204
Employer contributions$51,242
Employee contributions$133,625
Employer contribution per active participant$251
Average account balance$19,584
Benefits paid to participants$35,223
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,392
Investment management$155
Total administrative$7,547
The Compass Enterprise, Inc. dba Home Instead Senior Care 606 401(k) match · 2022
Employer contribution per active participant$251
Median for plans this size$331

Compass Enterprise, Inc. dba Home Instead Senior Care 606's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,547 · 0.92%
Similar plansHealth Care & Social Assistance · Oregon
Shangri-La 401(K) Plan OR$859K · 1.49%
Neighborhood House, Inc. OR$857K · 1.05%
Tenfold Senior Living LLC OR$641K · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471542805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.