Plan Ledger DOL Form 5500 · updated monthly

Compass Healthcare and Rehab Mgt., Inc.401(k)

COMPASS HEALTHCARE 401(K) PLAN · SPENCE, NC · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Compass Healthcare and Rehab Mgt., Inc. reported $4,576 in plan administrative expenses for 2022: 0.35% of average plan assets, below the peer median. Employer contributions averaged $227 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,853rd of 2,005), and 10,675th of 11,911 in health care & social assistance. In 2022, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,260,458
Participants with balances43
Active participants238
Employer contributions$54,114
Employee contributions$102,732
Employer contribution per active participant$227
Average account balance$29,313
Benefits paid to participants$21,360
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE, LLP
The Compass Healthcare and Rehab Mgt., Inc. 401(k) match · 2022
Employer contribution per active participant$227
Median for plans this size$1,114

Compass Healthcare and Rehab Mgt., Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,576 · 0.35%
Similar plansHealth Care & Social Assistance · North Carolina
A Caring Alternative, LLC NC$1.5M · 1.38%
Smithfield Manor, Inc. NC$1.1M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831089678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.