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Compensation Systems, Inc.

Matched across 10 name variants in the filings

Compensation Systems, Inc. summary

Compensation Systems, Inc. appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $365M in assets for 7,904 participants. The median client plan holds $17.5M. Most client plans are sponsored in IN, NC and WI. The largest clients by plan assets are Progressivehealth Rehabilitation, Inc, TC Heartland, LLC Dba Heartland Food Products Group and Gastroenterology Associates of the Piedmont, PA. Plans reported $264K in direct and indirect compensation paid to Compensation Systems, Inc.. The median is $11K per plan.

Participants
7,904
Median plan assets
$17.5M
Median plan participants
243
Median fees per plan
$11K
Schedule C direct + indirect

Top 20 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • IN9 plans
  • NC5 plans
  • WI2 plans
  • IL1 plan
  • MA1 plan

Frequently asked questions

Who uses Compensation Systems, Inc.?
20 retirement plans list Compensation Systems, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Progressivehealth Rehabilitation, Inc, TC Heartland, LLC Dba Heartland Food Products Group, Gastroenterology Associates of the Piedmont, PA, Eventus Wholehealth, PLLC and Southwestern Healthcare, Inc.. Most client plans are sponsored in IN, NC and WI.
How many plans does Compensation Systems, Inc. serve?
Compensation Systems, Inc. serves 20 retirement plans with $365M in plan assets and 7,904 participants, based on the latest Form 5500 filings through 2024.
What does Compensation Systems, Inc. charge?
Plans reported $264K in total Schedule C compensation paid to Compensation Systems, Inc.. The median plan paid $11K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served20+3 YoYRank #784 of mapped providers
Assets under administration$365M0.0%Rank #6692 by share of filed assets
Fees received$264,476Median $10,927/planSum across Schedule C direct + indirect
Net wins YoY+34 won - 1 lostPlan-level switch detection

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