Retirement plan

COMPASS SYSTEMS & SALES, LLC 401(K) PROFIT SHARING PLAN

Name: COMPASS SYSTEMS & SALES, LLC - COMPASS SYSTEMS & SALES, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: COMPASS SYSTEMS & SALES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPASS SYSTEMS & SALES, LLC 401(K) PROFIT SHARING PLAN, COMPASS SYSTEMS & SALES, LLC

COMPASS SYSTEMS & SALES, LLCEIN 47-1117594Plan #001PY 2025

5185 NEW HAVEN CIRCLE NW - BARBERTON, OH 44203330-733-2111compasssystems.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.7M

+17.4% from 2024

Total participants

100

-9.1% from 2024

Average account balance

$73,069

+31.4% from 2024

Annual return

18.30%

+0.41 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.72M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

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.

110.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$834K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+18.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9660

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$889K

$10708 / participant

Other / not subdivided$889K100.0%

% of EOY assets

13.221%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,069

$106,864-31.6%

$147,318-50.4%

$82,637-11.6%

Participation rate

90.4%

75.5%+14.9pp

82.1%+8.3pp

68.1%+22.3pp

Annual return

18.30%

27.49%-9.2pp

70.43%-52.1pp

53.51%-35.2pp

Employer contribution / active EE

$2,583

$3,417-24.4%

$4,593-43.8%

$2,552+1.2%

Participant deferral / active EE

$7,470

$6,496+15.0%

$7,906-5.5%

$4,126+81.0%

Admin fee / account holder

$9,660

$8,415+14.8%

$13,708-29.5%

$7,339+31.6%

COMPASS SYSTEMS & SALES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPASS SYSTEMS & SALES, LLC 401(K) PROFIT SHARING PLAN

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