Plan Ledger DOL Form 5500 · updated monthly

Compass Health Center, LLC401(k)

COMPASS HEALTH CENTER, LLC 401(K) PLAN · NORTHBROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Compass Health Center, LLC reported $21,085 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,273 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 0.11% to 0.10%. 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 the 1,545th-largest of 3,702 plans among Illinois employers on file, and the 3,293rd of 11,911 in health care & social assistance. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 546 to 704 since 2022.

Plan summary
Net assets, end of year$23,606,763
Participants with balances535
Active participants704
Employer contributions$1,599,896
Employee contributions$3,098,665
Employer contribution per active participant$2,273
Average account balance$44,125
Benefits paid to participants$1,603,539
Plan auditUnmodified (clean) audit opinion
AuditorDUGAN & LOPATKA CPAS PC
Plan history3
Yearassets · accounts · employer contribution
2024$23.6M · 535 accts · $1.6M emplr
2023$17.4M · 480 accts · $1.3M emplr
2022$11.4M · 423 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,085
Total administrative$21,085
The Compass Health Center, LLC 401(k) match · 2024
Employer contribution per active participant$2,273
Median for plans this size$2,416
2024$2,273 per active participant
2023$2,065 per active participant
2022$2,003 per active participant

Compass Health Center, LLC'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 · 20241

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$21,085 · 0.10%
2023$17,534 · 0.12%
2022$11,990 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Vna Health Care IL$25.6M · 0.60%
The Family Institute IL$23.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274967637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.