Plan Ledger DOL Form 5500 · updated monthly

Exponential Interactive, Inc.401(k)

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN · EMERYVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Exponential Interactive, Inc. reported $22,357 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.09% to 0.11%. 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 3,438th-largest of 9,483 plans among California employers on file, and the 5,262nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$21,672,332
Participants with balances178
Active participants95
Employer contributions$0
Employee contributions$1,516,317
Employer contribution per active participant$0
Average account balance$121,755
Benefits paid to participants$1,819,533
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 178 accts
2023$18.6M · 178 accts
2022$15.2M · 170 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,256
Investment management$7,101
Total administrative$22,357
The Exponential Interactive, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Exponential Interactive, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,256
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,101

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$22,357 · 0.11%
2023$16,412 · 0.10%
2022$14,726 · 0.09%
Similar plansProfessional & Technical Services · California
Genomatica, Inc. CA$21.7M · 0.25%
Tigerconnect, Inc. CA$21.7M · 0.15%
Virta Health Corp. CA$21.7M · 0.01%
Wright, Finlay & Zak, LLP CA$21.7M · 0.34%
Haskell & White, LLP CA$21.6M · 0.20%
8MINUTE Solar Energy LLC CA$21.6M · 0.02%
Bassenian Lagoni CA$21.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943370688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.