Plan Ledger DOL Form 5500 · updated monthly

Compugroup Medical, Inc.401(k)

COMPUGROUP MEDICAL SYSTEMS 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Compugroup Medical, Inc. reported $150,568 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,703 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 0.38% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,176th-largest of 5,688 plans among Texas employers on file, and the 3,110th of 11,654 in professional & technical services. In 2024, employees put in $3.48 for every $1.00 the employer contributed; active participation has shrunk from 630 to 501 since 2022.

Plan summary
Net assets, end of year$43,224,645
Participants with balances550
Active participants501
Employer contributions$853,246
Employee contributions$2,973,530
Employer contribution per active participant$1,703
Average account balance$78,590
Benefits paid to participants$4,916,834
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.2M · 550 accts · $853K emplr
2023$39.6M · 602 accts · $956K emplr
2022$34.1M · 601 accts · $836K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,823
Investment management$107,745
Total administrative$150,568
The Compugroup Medical, Inc. 401(k) match · 2024
Employer contribution per active participant$1,703
Median for plans this size$2,416
2024$1,703 per active participant
2023$1,663 per active participant
2022$1,326 per active participant

Compugroup Medical, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
MERCER INVESTMENTS LLC · Consulting · Insurance services$102,771
EMPOWER ADVISORY GROUP, LLC · Investment management$4,974

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$150,568 · 0.36%
2023$144,567 · 0.39%
2022$144,950 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Texas
Actian Corporation TX$43.7M · 0.22%
Pmg Worldwide, LLC TX$43.7M · 0.03%
Irisndt Inc. TX$42.6M · 1.01%
Am Technical Solutions TX$42.4M · 0.18%
U.S. Legal Support, Inc. TX$42.2M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 320307150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.