Insights

Strong Market Position With a revenue range of 50 to 100 million dollars and a focused niche in retirement plan consulting, Compass Retirement Consulting Group presents a stable and growing presence that can benefit from enhanced service partnerships and technology integrations.

Customization & Transparency The company's emphasis on customized, goal-driven solutions and transparency offers opportunities to collaborate with organizations seeking tailored and trustworthy retirement plan administration services.

Technology Utilization Utilizing a tech stack that includes analytics, tracking, and content management tools, Compass is positioned to benefit from advanced technology partnerships to improve operational efficiency and client engagement.

Industry Synergies As a third-party administrator serving the financial services sector, there are significant cross-over opportunities with companies like T. Rowe Price, Charles Schwab, and Fidelity Investments to offer complementary services or integrated solutions.

Potential Expansion Given the company’s boutique size and growth focus, exploring strategic alliances or targeted marketing toward mid-sized plan sponsors could unlock further market penetration and sales expansion opportunities.

Compass Retirement Consulting Group Tech Stack

Compass Retirement Consulting Group uses 8 technology products and services including Open Graph, RSS, Plupload, and more. Explore Compass Retirement Consulting Group's tech stack below.

  • Open Graph
    Content Management System
  • RSS
    Content Management System
  • Plupload
    Data Management
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • jQuery
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Compass Retirement Consulting Group's Email Address Formats

Compass Retirement Consulting Group uses at least 1 format(s):
Compass Retirement Consulting Group Email FormatsExamplePercentage
FLast@compass-cg.comJDoe@compass-cg.com
96%
Last@compass-cg.comDoe@compass-cg.com
2%
First@compass-cg.comJohn@compass-cg.com
2%

Frequently Asked Questions

Where is Compass Retirement Consulting Group's headquarters located?

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Compass Retirement Consulting Group's main headquarters is located at 118 Portsmouth Avenue Suite D201 Stratham, New Hampshire United States. The company has employees across 2 continents, including North AmericaOceania.

What is Compass Retirement Consulting Group's official website and social media links?

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Compass Retirement Consulting Group's official website is compass-cg.com and has social profiles on LinkedIn.

What is Compass Retirement Consulting Group's NAICS code?

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Compass Retirement Consulting Group's NAICS code is 52 - Finance and Insurance.

How many employees does Compass Retirement Consulting Group have currently?

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As of April 2026, Compass Retirement Consulting Group has approximately 43 employees across 2 continents, including North AmericaOceania. Key team members include Chief Executive Officer: S. L.Ceo And Founder: W. M.President: E. D. S.. Explore Compass Retirement Consulting Group's employee directory with LeadIQ.

What industry does Compass Retirement Consulting Group belong to?

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Compass Retirement Consulting Group operates in the Financial Services industry.

What technology does Compass Retirement Consulting Group use?

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Compass Retirement Consulting Group's tech stack includes Open GraphRSSPluploadMySQLoEmbedjQueryGoogle Tag ManagerGoogle Analytics.

What is Compass Retirement Consulting Group's email format?

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Compass Retirement Consulting Group's email format typically follows the pattern of FLast@compass-cg.com. Find more Compass Retirement Consulting Group email formats with LeadIQ.

When was Compass Retirement Consulting Group founded?

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Compass Retirement Consulting Group was founded in 2006.

Compass Retirement Consulting Group

Financial ServicesNew Hampshire, United States11-50 Employees

At Compass, we think differently and work hard(er) as a Third Party Administrator that provides the best retirement plan design, actuarial services, 3(16) fiduciary services and ongoing plan consulting. We build long-term partnerships with Plan Sponsors and Advisors based on mutual respect and trust. We’re committed to transparency and exceptional service to make your job easier. Our in-depth, consultative approach ensures that we deliver a customized, goal-driven, cost-effective solution that eases the burden for the plan sponsor and helps participants reach their retirement goals. Our tried and true method combines our traditional values, innovative ideas and the hardest working team to ensure long-term retirement plan success.

Section iconCompany Overview

Headquarters
118 Portsmouth Avenue Suite D201 Stratham, New Hampshire United States
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Compass Retirement Consulting Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Compass Retirement Consulting Group's revenue is estimated to be in the range of $50M$100M

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