Retirement plan

COMPASS 5 PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Name: COMPASS 5 PARTNERS, LLC - COMPASS 5 PARTNERS, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: COMPASS 5 PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPASS 5 PARTNERS, LLC 401(K) PROFIT SHARING PLAN, COMPASS 5 PARTNERS, LLC

COMPASS 5 PARTNERS, LLCEIN 90-0340731Plan #001PY 2022

1329 STATE STREET - CAYCE, SC 29033803-765-0838compass5partners.comLinkedIn1-10 employees

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$413K

-4.2% from 2021

Total participants

-22.2% from 2021

Average account balance

$59,022

+9.5% from 2021

Annual return

-21.02%

-41.91 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$612

$102 / participant

Other / not subdivided$612100.0%

% of EOY assets

0.148%

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

$59,022

$138,078-57.3%

$125,363-52.9%

$134,509-56.1%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-21.02%

750.49%-771.5pp

572.15%-593.2pp

418.13%-439.2pp

Employer contribution / active EE

$4,705

$5,245-10.3%

$4,815-2.3%

$4,741-0.7%

Participant deferral / active EE

$7,514

$7,800-3.7%

$7,447+0.9%

$6,400+17.4%

Admin fee / account holder

$87

$11,566-99.2%

$10,005-99.1%

$11,427-99.2%

COMPASS 5 PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPASS 5 PARTNERS, 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