Plan Ledger DOL Form 5500 · updated monthly

Compass Health403(b)

COMPASS HEALTH RETIREMENT PLAN · EVERETT, WA · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Compass Health reported $148,785 in plan administrative expenses for 2025: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,979 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 3 years on file its reported administrative ratio fell from 0.43% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 279th-largest of 1,714 plans among Washington employers on file, and the 1,575th of 11,911 in health care & social assistance. In 2025, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 631 to 697 since 2022.

Plan summary
Net assets, end of year$61,630,170
Participants with balances1,032
Active participants697
Employer contributions$2,076,537
Employee contributions$3,253,022
Employer contribution per active participant$2,979
Average account balance$59,719
Benefits paid to participants$5,283,164
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$61.6M · 1,032 accts · $2.1M emplr
2024$52.4M · 997 accts · $1.9M emplr
2023$44.8M · 998 accts · $1.7M emplr
2022$35.7M · 967 accts · $1.6M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$90,019
Investment management$11,800
Total administrative$148,785
Employer contributions to the Compass Health plan · 2025
Employer contribution per active participant$2,979
Median for plans this size$4,093
2025$2,979 per active participant
2024$3,063 per active participant
2023$2,678 per active participant
2022$2,549 per active participant

Compass Health's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$90,018
HIGHLAND CAPITAL ADVISORS LLC · Investment advisory (plan)$46,966
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,800

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

Administrative cost history4
2025$148,785 · 0.26%
2024$152,874 · 0.31%
2023$143,334 · 0.36%
2022$170,166 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Neighborcare Health WA$71.1M · 0.14%
Incyte Pathology, Ps WA$59.0M · 0.30%
Astria Health WA$56.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911180810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.