Plan Ledger DOL Form 5500 · updated monthly

Fc Compassus, LLC401(k)

COMPASSUS 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Fc Compassus, LLC reported $541,562 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $510 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 0.40% to 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 107th-largest of 1,496 plans among Tennessee employers on file, and the 723rd of 11,911 in health care & social assistance. In 2024, employees put in $4.71 for every $1.00 the employer contributed; active participation has grown from 4,561 to 6,966 since 2022.

Plan summary
Net assets, end of year$169,792,711
Participants with balances4,020
Active participants6,966
Employer contributions$3,553,163
Employee contributions$16,736,458
Employer contribution per active participant$510
Average account balance$42,237
Benefits paid to participants$17,542,874
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$169.8M · 4,020 accts · $3.6M emplr
2023$141.0M · 3,947 accts · $3.2M emplr
2022$114.3M · 4,009 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$424,891
Investment management$70,088
Total administrative$541,562
The Fc Compassus, LLC 401(k) match · 2024
Employer contribution per active participant$510
Median for plans this size$3,635
2024$510 per active participant
2023$644 per active participant
2022$671 per active participant

Fc Compassus, LLC'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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$69,113
MURFEE JAMES Tindirect comp
MURFEE MEADOWS INC · Other servicesindirect comp
ALLIANT INSURANCE SERVICES, INC.indirect comp

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$541,562 · 0.35%
2023$457,937 · 0.36%
2022$492,100 · 0.40%
Similar plansHealth Care & Social Assistance · Tennessee
Amsurg, LLC TN$225.8M · 0.10%
Phymed Management, LLC TN$203.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472468370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.