Plan Ledger DOL Form 5500 · updated monthly

In Compass Health, Inc401(k)

IN COMPASS HEALTH 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

In Compass Health, Inc reported $117,026 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $7,547 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 0.49% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 683rd-largest of 2,160 plans among Georgia employers on file, and the 2,832nd of 11,911 in health care & social assistance. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 174 to 212 since 2022.

Plan summary
Net assets, end of year$29,278,781
Participants with balances318
Active participants212
Employer contributions$1,600,000
Employee contributions$2,398,118
Employer contribution per active participant$7,547
Average account balance$92,072
Benefits paid to participants$2,158,570
Plan auditUnmodified (clean) audit opinion
AuditorBATES, CARTER, & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 318 accts · $1.6M emplr
2023$24.6M · 304 accts · $1.5M emplr
2022$20.4M · 347 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,859
Investment management$25,000
Audit (IQPA)$10,000
Trustee / custodial$167
Total administrative$117,026
The In Compass Health, Inc 401(k) match · 2024
Employer contribution per active participant$7,547
Median for plans this size$2,416
2024$7,547 per active participant
2023$7,353 per active participant
2022$8,046 per active participant

In Compass Health, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$31,518
ERISA SERVICES OF GEORGIA, LLC · Recordkeeping · Loan processing$4,827
ROCKERFELLER CAPTIAL MGMT INS · Investment advisory (plan)$25,000
BATES CARTER · Accounting / audit$10,000

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

Recordkeeper by year2
2024ERISA SERVICES OF GEORGIA, LLC, Transamerica
2023Ascensus, ERISA SERVICES OF GEORGIA, LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left In Compass Health, Inc 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$117,026 · 0.43%
2023$105,730 · 0.47%
2022$103,652 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Augusta Ent, P.C. GA$34.1M · 0.36%
Au Medical Associates GA$29.8M · 0.00%
Ent of Georgia, LLC GA$25.3M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582569897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.