Plan Ledger DOL Form 5500 · updated monthly

Compass Health, Inc.401(k)

COMPASS HEALTH, INC. 401(K) PROFIT SHARING PLAN · GROVER BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Compass Health, Inc. reported $125,950 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $247 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 0.70% to 0.58%. 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 3,275th-largest of 9,483 plans among California employers on file, and the 3,332nd of 11,911 in health care & social assistance. In 2024, employees put in $6.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,160,254
Participants with balances466
Active participants805
Employer contributions$199,074
Employee contributions$1,325,102
Employer contribution per active participant$247
Average account balance$49,700
Benefits paid to participants$1,185,264
Plan auditUnmodified (clean) audit opinion
AuditorSETO KIRKAKOSIAN ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 466 accts · $199K emplr
2023$20.5M · 457 accts · $185K emplr
2022$17.4M · 457 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,999
Investment management$40,951
Total administrative$125,950
The Compass Health, Inc. 401(k) match · 2024
Employer contribution per active participant$247
Median for plans this size$2,416
2024$247 per active participant
2023$239 per active participant
2022$238 per active participant

Compass Health, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$27,500
EMPOWER ADVISORY GROUP, LLC · Investment management$13,451

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$125,950 · 0.58%
2023$114,301 · 0.60%
2022$135,515 · 0.70%
Same employer
Similar plansHealth Care & Social Assistance · California
Salud Para la Gente CA$23.7M · 0.31%
Premier B.H., Inc. CA$23.6M · 0.90%
Apla Health & Wellness CA$23.5M · 0.14%
Crystal Stairs, Inc. CA$22.6M · 0.58%
The Binding Site, Inc. CA$22.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770119862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.