Plan Ledger DOL Form 5500 · updated monthly

Conviva Inc.401(k)

CONVIVA RETIREMENT PLAN · FOSTER CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Conviva Inc. reported $108,539 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,038 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.64% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,542nd-largest of 9,483 plans among California employers on file, and the 5,432nd of 11,654 in professional & technical services. In 2024, employees put in $10.54 for every $1.00 the employer contributed; active participation has shrunk from 144 to 125 since 2022.

Plan summary
Net assets, end of year$20,695,469
Participants with balances225
Active participants125
Employer contributions$254,773
Employee contributions$2,685,083
Employer contribution per active participant$2,038
Average account balance$91,980
Benefits paid to participants$4,022,014
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 225 accts · $255K emplr
2023$18.1M · 231 accts · $231K emplr
2022$14.6M · 231 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,902
Investment management$57,637
Total administrative$108,539
The Conviva Inc. 401(k) match · 2024
Employer contribution per active participant$2,038
Median for plans this size$2,416
2024$2,038 per active participant
2023$1,603 per active participant
2022$2,094 per active participant

Conviva Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$57,637
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,902

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$108,539 · 0.56%
2023$97,929 · 0.60%
2022$99,750 · 0.64%
Same employer
Similar plansProfessional & Technical Services · California
Waldberg, Inc. CA$20.8M · 0.13%
Ascent Environmental, Inc. CA$20.8M · 0.11%
Mind Research Institute CA$20.8M · 0.17%
The Azoff Company LLC CA$20.8M · 0.51%
Shifamed, LLC CA$20.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204396985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.