Plan Ledger DOL Form 5500 · updated monthly

Compass, Inc.401(k)

EMPLOYEE BENEFIT PLAN OF COMPASS, INC. · BELTSVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Compass, Inc. reported $2,723 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $829 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 0.09% to 0.04%. 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 Maryland (1,066th of 1,671), and 6,244th of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 517 to 576 since 2022.

Plan summary
Net assets, end of year$8,489,027
Participants with balances372
Active participants576
Employer contributions$477,480
Employee contributions$1,006,606
Employer contribution per active participant$829
Average account balance$22,820
Benefits paid to participants$422,017
Plan auditUnmodified (clean) audit opinion
AuditorMULLEN,SONDBERG,WIMBISH & STONE
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 372 accts · $477K emplr
2023$6.5M · 286 accts · $304K emplr
2022$4.8M · 285 accts · $265K emplr
The Compass, Inc. 401(k) match · 2024
Employer contribution per active participant$829
Median for plans this size$1,313
2024$829 per active participant
2023$663 per active participant
2022$513 per active participant

Compass, Inc.'s 2024 employer contribution ran below the $1,313 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,723

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$2,723 · 0.04%
2023$2,608 · 0.05%
2022$4,169 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Maryland Medicine, P.A. MD$8.7M · 0.12%
Way Station, Inc. MD$8.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522112412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.