Plan Ledger DOL Form 5500 · updated monthly

Medallia, Inc.401(k)

MEDALLIA, INC. 401(K) PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Medallia, Inc. reported $127,189 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $3,985 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 0.14% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 548th-largest of 9,483 plans among California employers on file, and the 764th of 11,654 in professional & technical services. In 2024, employees put in $4.62 for every $1.00 the employer contributed; active participation has shrunk from 1,406 to 1,030 since 2022.

Plan summary
Net assets, end of year$212,677,184
Participants with balances1,898
Active participants1,030
Employer contributions$4,104,587
Employee contributions$18,969,347
Employer contribution per active participant$3,985
Average account balance$112,053
Benefits paid to participants$26,698,802
Plan auditUnmodified (clean) audit opinion
AuditorBPM, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$212.7M · 1,898 accts · $4.1M emplr
2023$183.1M · 2,045 accts · $4.9M emplr
2022$134.7M · 2,059 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,939
Investment management$41,250
Total administrative$127,189
The Medallia, Inc. 401(k) match · 2024
Employer contribution per active participant$3,985
Median for plans this size$3,635
2024$3,985 per active participant
2023$4,125 per active participant
2022$3,879 per active participant

Medallia, Inc.'s 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$85,939
ROCATON INVESTMENT ADVISORS, LLC · Investment advisory (plan)$41,250

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$127,189 · 0.06%
2023$147,145 · 0.09%
2022$189,201 · 0.14%
Same employer
Similar plansProfessional & Technical Services · California
Lucid USA, Inc. CA$219.3M · 0.13%
Mozilla Corporation CA$217.2M · 0.05%
Coupa Software, Inc. CA$215.1M · 0.02%
Sonos, Inc. CA$207.9M · 0.11%
Kratos Integral Holdings LLC CA$194.1M · 0.06%
Arete Associates CA$193.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770558353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.