Plan Snapshot
- Plan Sponsor: Compass Group Usa, INC.
- Sponsor EIN: 561874931
- Sponsor Address: 2400 YORKMONT ROAD, CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Total Participants: 292,038
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 292,038 | $2.5B | $60.5M | $250.4M |
| 2023 | 244,394 | $2.1B | $57.2M | $206.8M |
| 2022 | 230,520 | $1.7B | $49.2M | $181.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $4,171,184 | — | $4,171,184 |
| AON | INVESTMENT ADVISOR | $102,250 | — | $102,250 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $78,579 | — | $78,579 |
| CURCIO WEBB | CONSULTANT | $30,000 | — | $30,000 |
| FORVIS MAZARS, LLP | ACCOUNTANT/AUDITOR | $14,175 | — | $14,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,396,188
- Estimated Expense Ratio: 0.177% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,968,037 | $306,065 | $8,100 | $14,175 | — |
| 2023 | $4,439,708 | $182,197 | $7,800 | $13,650 | — |
| 2022 | $5,660,925 | $127,008 | — | — | $217,217 |