Plan Ledger DOL Form 5500 · updated monthly

Compass Senior Living LLC401(k)

COMPASS SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Compass Senior Living LLC reported $45,943 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $250 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 2.08% to 0.82%. 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 Oregon (691st of 1,021), and 7,175th of 11,911 in health care & social assistance. In 2024, employees put in $3.39 for every $1.00 the employer contributed; active participation has grown from 976 to 1,561 since 2022.

Plan summary
Net assets, end of year$6,360,291
Participants with balances1,283
Active participants1,561
Employer contributions$390,242
Employee contributions$1,323,525
Employer contribution per active participant$250
Average account balance$4,957
Benefits paid to participants$878,587
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH P C
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 1,283 accts · $390K emplr
2023$4.8M · 877 accts · $345K emplr
2022$3.2M · 836 accts · $321K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,678
Investment management$405
Trustee / custodial$860
Total administrative$45,943
The Compass Senior Living LLC 401(k) match · 2024
Employer contribution per active participant$250
Median for plans this size$1,313
2024$250 per active participant
2023$229 per active participant
2022$329 per active participant

Compass Senior Living LLC'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 · 20242
PAYCHEX, INC. · Recordkeeping$35,232
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$9,705

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

Recordkeeper by year2
2024Paychex
2023ERISA FIDUCIARY SERVICES, INC., Paychex

This plan has changed recordkeepers within these filings. If you left Compass Senior Living 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$45,943 · 0.82%
2023$83,487 · 2.10%
2022$67,869 · 2.08%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Viridian Management Inc OR$6.6M · 0.48%
Viridian Management Inc OR$6.6M · 0.43%
Rose Villa Inc OR$6.5M · 0.72%
Capital Manor, Inc. OR$6.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463523493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.