Plan Ledger DOL Form 5500 · updated monthly

Compass LLC401(k)

COMPASS LLC 401K PLAN & TRUST · REDDING, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Compass LLC reported $11,922 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,232 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 0.27% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,936th of 9,483), and 1,834th of 3,341 in other services. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 282 to 380 since 2022.

Plan summary
Net assets, end of year$8,289,940
Participants with balances260
Active participants380
Employer contributions$467,985
Employee contributions$650,919
Employer contribution per active participant$1,232
Average account balance$31,884
Benefits paid to participants$320,249
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 260 accts · $468K emplr
2023$4.5M · 163 accts · $322K emplr
2022$3.3M · 136 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,137
Investment management$9,785
Total administrative$11,922
The Compass LLC 401(k) match · 2024
Employer contribution per active participant$1,232
Median for plans this size$1,313
2024$1,232 per active participant
2023$1,015 per active participant
2022$888 per active participant

Compass LLC'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 · 20242
AXA EQUITABLE · Recordkeeping · Investment advisory (plan)$9,785
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$308

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

Recordkeeper by year2
2024AXA EQUITABLE, John Hancock
2023AXA EQUITABLE

This plan has changed recordkeepers within these filings. If you left Compass LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,922 · 0.19%
2023$17,516 · 0.45%
2022$9,410 · 0.27%
Same employer
Similar plansOther Services · California
Bw Supplies, LLC CA$8.4M · 0.15%
The Health Trust CA$8.4M · 0.31%
Evite, Inc. CA$8.4M · 0.47%
G&C Auto Body CA$8.4M · 0.13%
Reading Partners CA$8.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680390518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.