Plan Ledger DOL Form 5500 · updated monthly

Compass Health Brands Corp401(k)

COMPASS HEALTH BRANDS 401(K) RETIREMENT PLAN · MIDDLEBURG HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Compass Health Brands Corp reported $7,318 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,565 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 0.07% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (1,721st of 3,295), and the 4,858th of 11,911 in health care & social assistance. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,259,775
Participants with balances248
Active participants184
Employer contributions$288,035
Employee contributions$791,397
Employer contribution per active participant$1,565
Average account balance$53,467
Benefits paid to participants$793,469
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 248 accts · $288K emplr
2023$11.3M · 236 accts · $264K emplr
2022$9.4M · 391 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,200
Investment management$3,718
Total administrative$7,318
The Compass Health Brands Corp 401(k) match · 2024
Employer contribution per active participant$1,565
Median for plans this size$2,416
2024$1,565 per active participant
2023$1,383 per active participant
2022$1,262 per active participant

Compass Health Brands Corp's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MASSACHUSETTS MUTUAL LIFE INSURANCEindirect comp

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$7,318 · 0.06%
2023$13,852 · 0.13%
2022$7,473 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Wayne Hospital Company OH$14.1M · 0.19%
I Am Boundless, Inc. OH$13.3M · 1.12%
Medf Physicians Corp. OH$13.0M · 0.09%
The Nord Center OH$13.0M · 0.88%
Beech Brook OH$12.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465147385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.