Form 5500 · Schedule H line 2i(12) · form year 2024

Compass Group USA, INC.

COMPASS GROUP RETIREMENT PLAN · EIN 561874931 · plan number 007
$57.35
Administrative expenses paid from plan assets, per participant, as the sponsor reported, for form year 2024. The denominator is 86,625 participants with account balances.
This is line 2i(12) of Schedule H only. It excludes fees netted inside fund expense ratios and fees the employer pays directly, which are not in that line and are therefore not in this figure.
Among plans of its size — 50,000 and above participants with account balances, 122 plans in that band across the whole dataset — this plan's reported figure is between the median and the 75th percentile.
p10 $12.67p50 $50.76p90 $131.98

Percentiles are computed over all 52,836 qualifying plans in the form year 2024 dataset, not over the plans published here.

What the filing breaks out, and what it does not

Schedule H lineAs filed
Contract administrator fees$8,100
Investment management fees$306,065
Other administrative expenses$405,733
Not broken out into any of the lines above$4,248,139
Total administrative expenses (line 2i(12))$4,968,037

A blank line above means the sponsor did not report a figure for it, which is not the same as reporting zero. Where the named lines add up to less than the total, the difference is shown rather than left for the reader to work out.

The rest of what this filing reports

Participants with account balances86,625
Net plan assets, end of year$2,476,172,327
Employer contributions$60,546,813
Participant contributions$250,420,862
Late participant contributions remittednot reported
Named as a recordkeeper on Schedule CFIDELITY INVESTMENTS INSTITUTIONAL

The recordkeeper name is the free-text string the filer typed on Schedule C, reproduced verbatim and not normalised to any company's canonical name.

Check this against the filing

Every figure above was read from Compass Group USA, INC.’s own Form 5500 for form year 2024, EFAST2 acknowledgement ID 20251008095017NAL0005364081001, located 2026-08-30.

Open the filing (PDF)

The line itself is on the 2024 Schedule H form at line 2i(12), Total administrative expenses. If our number and the document disagree, the document is right and we want to know.

Plans of a similar size

Same size band, nearest reported figures. Size bands are the point: a plan with a few hundred people and one with a few hundred thousand are not comparable, and putting them side by side would imply they were.

Kaiser Foundation Health Plan, INC.
$56.71 per participant
176,765 with balances
Insperity Holdings, INC.
$58.34 per participant
162,096 with balances
Indiana University Health INC.
$58.69 per participant
50,764 with balances
Providence Health & Services
$59.62 per participant
108,009 with balances
Fedex Corporation
$54.85 per participant
140,526 with balances
Paychex Retirement LLC
$54.68 per participant
255,088 with balances

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