Compass Retirement Consulting Group
Stratham, NH
Compass Retirement Consulting Group of Stratham, NH is the broker of record on 22 Form 5500 Schedule A filings covering 13 employer benefit plans across 7 states, with $21,434 in reported broker commissions (plan year 2025).
Quick answer
Compass Retirement Consulting Group (Stratham, NH) is the broker of record for 13 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Compass Retirement Consulting Group have?
- Compass Retirement Consulting Group is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 7 states.
- Who are Compass Retirement Consulting Group's largest employer clients?
- By plan participants, the largest include Home Express Delivery Services, LLC (5,755 participants), The Napoli Group LLC (1,059 participants) and Recreation Centers Of Sun City West Inc. (420 participants).
- How much does Compass Retirement Consulting Group earn in commissions?
- Insurers reported $21,434 in broker commissions and $19,276 in fees paid to Compass Retirement Consulting Group for plan year 2025, per Schedule A Part 1.
- Where is Compass Retirement Consulting Group located?
- Compass Retirement Consulting Group is based in Stratham, NH and has employer clients in 7 states.
- How does Compass Retirement Consulting Group rank among benefits brokers in New Hampshire?
- Compass Retirement Consulting Group ranks #12 by employer clients among the 50 most active benefits brokers based in New Hampshire.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Compass Retirement Consulting Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Home Express Delivery Services, LLC | CA | 5,755 | 2025-12-31 |
| The Napoli Group LLC | NH | 1,059 | 2025-12-31 |
| Recreation Centers Of Sun City West Inc. | AZ | 420 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.