Compass Group USA 401(k) match, vesting and fees
What Compass Group USA's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 37 defined-contribution plans with 50,000 or more participants.
| Compass Group USA: employer contribution per participant | $699 | |
| Peer median | $2,100 |
| Compass Group USA: average balance | $28,585 | |
| Peer median | $77,284 |
| Compass Group USA: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.1B at the end of plan year 2023 to $2.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 312,914 | $2.5B | $60.5M | $699 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 263,796 | $2.1B | $57.2M | $701 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Compass Group USA match 401(k) contributions?
The match terms for the Compass Group Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $60.5M in employer contributions, about $699 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Compass Group USA 401(k) match vested?
The vesting schedule for the Compass Group Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Compass Group USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Compass Group USA, Inc..
I left Compass Group USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Compass Group USA, Inc., (704) 328-4082) or the recordkeeper, Fidelity Investments Institutional. The Compass Group USA old 401(k) page lists the contacts from every plan filing. Find an old Compass Group USA 401(k)
Data from the public Form 5500 annual reports Compass Group USA filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Compass Group USA. Not financial advice. Report a correction · Methodology