Plan Ledger DOL Form 5500 · updated monthly

Xactly Corporation401(k)

XACTLY CORPORATION 401(K) PLAN · LOS GATOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Xactly Corporation reported $233,145 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,194 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 0.47% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,864th-largest of 9,483 plans among California employers on file, and the 542nd of 2,199 in information & media. In 2024, employees put in $6.25 for every $1.00 the employer contributed; active participation has shrunk from 468 to 231 since 2022.

Plan summary
Net assets, end of year$46,886,537
Participants with balances546
Active participants231
Employer contributions$506,742
Employee contributions$3,167,365
Employer contribution per active participant$2,194
Average account balance$85,873
Benefits paid to participants$8,004,004
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.9M · 546 accts · $507K emplr
2023$44.3M · 626 accts · $956K emplr
2022$37.7M · 752 accts · $960K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$154,318
Investment management$26,962
Audit (IQPA)$51,865
Total administrative$233,145
The Xactly Corporation 401(k) match · 2024
Employer contribution per active participant$2,194
Median for plans this size$2,416
2024$2,194 per active participant
2023$3,241 per active participant
2022$2,052 per active participant

Xactly Corporation'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 · 20244
MOSS ADAMS LLP · Accounting / audit$51,865
LPL FINANCIAL · Investment advisory (plan)$25,000
EMPOWER ADVISORY GROUP, LLC · Investment management$1,962

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$233,145 · 0.51%
2023$130,492 · 0.32%
2022$185,085 · 0.47%
Same employer
Similar plansInformation & Media · California
Ben Group, Inc CA$47.9M · 0.18%
Game Show Network LLC CA$47.4M · 0.00%
The McEvoy Group CA$47.0M · 0.18%
Real-Time Innovations, Inc. CA$46.9M · 0.01%
Viewsonic Corporation CA$46.8M · 0.29%
Shield Ai, Inc. CA$46.2M · 0.03%
Inseego Corp. CA$45.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113744289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.