Plan Ledger DOL Form 5500 · updated monthly

Full Compass Systems, LTD.401(k)

FULL COMPASS SYSTEMS, LTD. 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Full Compass Systems, LTD. reported $101,232 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $473 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 3 years on file its reported administrative ratio has held roughly steady near 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 895th-largest of 1,936 plans among Wisconsin employers on file, and the 1,533rd of 5,215 in retail trade. In 2024, employees put in $14.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,006,593
Participants with balances268
Active participants192
Employer contributions$90,829
Employee contributions$1,302,699
Employer contribution per active participant$473
Average account balance$70,920
Benefits paid to participants$1,098,495
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 268 accts · $91K emplr
2023$16.1M · 262 accts · $77K emplr
2022$12.3M · 265 accts · $73K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,934
Investment management$51,048
Audit (IQPA)$14,250
Total administrative$101,232
The Full Compass Systems, LTD. 401(k) match · 2024
Employer contribution per active participant$473
Median for plans this size$2,416
2024$473 per active participant
2023$409 per active participant
2022$368 per active participant

Full Compass Systems, LTD.'s 2024 employer contribution ran below the $2,416 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 · 20243
UNITED BENEFIT PENSIONS INC. · Investment advisory (plan)$51,048
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,638
WEGNER CPAS · Accounting / audit$14,250

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$101,232 · 0.58%
2023$75,666 · 0.53%
2022$65,195 · 0.55%
Same employer
Similar plansRetail Trade · Wisconsin
Rogan Shoes, Incorporated WI$19.3M · 0.33%
Leadcar Systems, Inc. WI$19.1M · 0.38%
Richardson Industries, Inc. WI$19.0M · 0.09%
Griffin Ford, Inc. WI$18.0M · 0.39%
Kocourek Chevrolet, Inc. WI$17.4M · 0.50%
Fox Brothers Piggly Wiggly WI$17.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391279698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.