Plan Ledger DOL Form 5500 · updated monthly

Compass Housing Alliance401(k)

403(B) THRIFT PLAN OF COMPASS HOUSING ALLIANCE · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Compass Housing Alliance reported $1,234 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $607 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 rose from 0.07% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,585th of 1,714), and 10,219th of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has shrunk from 386 to 165 since 2022.

Plan summary
Net assets, end of year$1,802,946
Participants with balances232
Active participants165
Employer contributions$100,108
Employee contributions$125,906
Employer contribution per active participant$607
Average account balance$7,771
Benefits paid to participants$43,919
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 232 accts · $100K emplr
2023$1.4M · 182 accts · $58K emplr
2022$1.2M · 206 accts · $64K emplr
The Compass Housing Alliance 401(k) match · 2024
Employer contribution per active participant$607
Median for plans this size$1,313
2024$607 per active participant
2023$138 per active participant
2022$165 per active participant

Compass Housing Alliance's 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,458

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,234 · 0.08%
2023$606 · 0.05%
2022$848 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Washington
The Kenney WA$1.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910578229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.