Plan Ledger DOL Form 5500 · updated monthly

Compass, Inc.401(k)

COMPASS 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Compass, Inc. reported $272,828 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4 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 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 533rd-largest of 5,648 plans among New York employers on file, and the 70th of 2,096 in real estate & leasing. In 2024, employees put in $1956.67 for every $1.00 the employer contributed; active participation has shrunk from 3,072 to 2,754 since 2022.

Plan summary
Net assets, end of year$172,208,855
Participants with balances4,025
Active participants2,754
Employer contributions$11,427
Employee contributions$22,358,878
Employer contribution per active participant$4
Average account balance$42,785
Benefits paid to participants$18,687,312
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$172.2M · 4,025 accts · $11K emplr
2023$136.9M · 4,071 accts · $1K emplr
2022$112.2M · 4,495 accts · $17K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,346
Investment management$28,017
Total administrative$272,828
The Compass, Inc. 401(k) match · 2024
Employer contribution per active participant$4
Median for plans this size$3,635
2024$4 per active participant
2023$0 per active participant
2022$6 per active participant

Compass, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$78,816
CREATIVE PLANNING LLC · Consulting$56,250
MARSH & MCLENNAN COMPANIES, INC. · Consulting$40,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$28,017
CARON & BLETZER · Consulting$7,215

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$272,828 · 0.18%
2023$85,974 · 0.07%
2022$73,932 · 0.07%
Same employer
Similar plansReal Estate & Leasing · New York
Kimco Realty Corporation NY$266.7M · 0.02%
Pentegra Services, Inc. NY$192.1M · 0.76%
Clarion Partners, LLC NY$166.8M · 0.08%
Wework Management LLC NY$161.8M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 300751604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.