Retirement plan

COMPASS 401(K) PLAN

Name: URBAN COMPASS, INC. D/B/A COMPASS - COMPASS 401(K) PLAN (2017) Form 5500
Creator: URBAN COMPASS, INC. D/B/A COMPASS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPASS 401(K) PLAN, URBAN COMPASS, INC. D/B/A COMPASS

URBAN COMPASS, INC. D/B/A COMPASSEIN 30-0751604Plan #001PY 2017

90 FIFTH AVE, 3RD FLOOR - NEW YORK, NY 10011212-913-9064LinkedIn10001+ employeesreal estate

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

Filed August 12, 2025

Plan administrator

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110 Fifth Ave, 4th Floor

New York, NY 10011

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Plans declared (1)

Compass, Inc. Deferred Compensation Plan for Directors & Employees23 emp

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Total assets (EOY)

$5.5M

+137.1% from 2016

Total participants

656

+74.5% from 2016

Average account balance

$10,862

+49.5% from 2016

Annual return

45.28%

+45.28 pp from 2016

Benchmarks

See 565 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort565 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$172.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$43K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

4,025

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$68

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
BETTERMENT FOR BUSINESS, LLC2+ years Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010	Recordkeeping	$22,531

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$42 / participant

Investment mgmt$23K100.0%

% of EOY assets

0.411%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,862

$46,966-76.9%

$185,117-94.1%

$69,631-84.4%

Participation rate

72.1%

65.3%+6.8pp

77.3%-5.2pp

70.7%+1.4pp

Annual return

45.28%

22.36%+22.9pp

40.50%+4.8pp

27571.02%-27525.7pp

Employer contribution / active EE

$1,360-100.0%

$4,182-100.0%

$2,032-100.0%

Participant deferral / active EE

$4,504

$3,017+49.3%

$5,045-10.7%

$3,224+39.7%

Admin fee / account holder

$45

$94-52.4%

$8,159-99.5%

$110-59.5%

Provider

Service type

Compensation

BETTERMENT FOR BUSINESS, LLC2+ years

Service code 15 · EIN 47-4872674

61 W 23RD ST FL 4 · NEW YORK, NY 10010

Recordkeeping

$22,531

COMPASS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPASS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion