Plan Ledger DOL Form 5500 · updated monthly

Compass Health, Inc.401(k)

COMPASS HEALTH, INC. 401(K) PLAN · CLINTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Compass Health, Inc. reported $127,168 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,084 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 has held roughly steady near 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 111th-largest of 1,393 plans among Missouri employers on file, and the 616th of 11,911 in health care & social assistance. In 2024, employees put in $1.34 for every $1.00 the employer contributed; active participation has grown from 3,463 to 5,000 since 2022.

Plan summary
Net assets, end of year$211,549,301
Participants with balances5,812
Active participants5,000
Employer contributions$15,418,020
Employee contributions$20,656,985
Employer contribution per active participant$3,084
Average account balance$36,399
Benefits paid to participants$12,712,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$211.5M · 5,812 accts · $15.4M emplr
2023$163.8M · 5,180 accts · $12.0M emplr
2022$114.8M · 4,154 accts · $9.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,168
Total administrative$127,168
The Compass Health, Inc. 401(k) match · 2024
Employer contribution per active participant$3,084
Median for plans this size$3,635
2024$3,084 per active participant
2023$2,763 per active participant
2022$2,646 per active participant

Compass Health, Inc.'s 2024 employer contribution ran below the $3,635 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$778,667

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$127,168 · 0.07%
2023$95,484 · 0.07%
2022$76,053 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Saint Francis Medical Center MO$218.6M · 0.17%
Freeman Health System MO$213.3M · 0.30%
Boone Health, Inc. MO$159.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431032835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.