Plan Ledger DOL Form 5500 · updated monthly

Compass Group USA, Inc.401(k)

COMPASS GROUP RETIREMENT PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Compass Group USA, Inc. reported $4,968,037 in plan administrative expenses for 2024: 0.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $207 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 0.31% to 0.22%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 20th-largest of 2,005 plans among North Carolina employers on file, and the 4th of 2,240 in accommodation & food services. In 2024, employees put in $4.14 for every $1.00 the employer contributed; active participation has grown from 230,520 to 292,038 since 2022.

Plan summary
Net assets, end of year$2,476,172,327
Participants with balances86,625
Active participants292,038
Employer contributions$60,546,813
Employee contributions$250,420,862
Employer contribution per active participant$207
Average account balance$28,585
Benefits paid to participants$227,892,483
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5B · 86,625 accts · $60.5M emplr
2023$2.1B · 81,620 accts · $57.2M emplr
2022$1.7B · 74,921 accts · $49.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,242,064
Investment management$306,065
Audit (IQPA)$14,175
Total administrative$4,968,037
The Compass Group USA, Inc. 401(k) match · 2024
Employer contribution per active participant$207
Median for plans this size$5,259
2024$207 per active participant
2023$234 per active participant
2022$213 per active participant

Compass Group USA, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,171,184
AON · Investment advisory (plan)$102,250
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$78,579
CURCIO WEBB · Consulting$30,000
FORVIS MAZARS, LLP · Accounting / audit$14,175

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$4,968,037 · 0.22%
2023$4,439,708 · 0.23%
2022$5,660,925 · 0.31%
Same employer
Similar plansAccommodation & Food Services · North Carolina
Hyatt Corporation IL$2.5B · 0.05%
Sodexo, Inc. MD$2.4B · 0.33%
Darden Restaurants, Inc. FL$1.6B · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561874931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.