Retirement plan

TEALIUM INC. 401(K) PLAN

Name: TEALIUM INC. - TEALIUM INC. 401(K) PLAN (2024) Form 5500
Creator: TEALIUM INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEALIUM INC. 401(K) PLAN, TEALIUM INC.

TEALIUM INC.EIN 26-2099687Plan #001PY 2024

9605 SCRANTON RD, SUITE 600 - SAN DIEGO, CA 92121858-779-1344tealium.comLinkedIn501-1000 employeescomputer software

Prospect flagsHigh feesCorrective distributions

How to read this page

Total assets (EOY)

$50.5M

+24.5% from 2023

Total participants

506

-1.0% from 2023

Average account balance

$101,792

+26.0% from 2023

Annual return

17.54%

-11.16 pp from 2023

Benchmarks

See 3,307 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,307 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$50.49M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$102K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

496

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$301

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143	Advisory (Plan)	$60,000
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$57,104
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769	Accounting	$32,130

Plan features & details

Pension benefit codes2G2F2J2S2T3D2R

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$149K

$488 / participant

Recordkeeping$57K38.3%
Investment mgmt$60K40.2%
Other / not subdivided$32K21.5%

% of EOY assets

0.296%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: $32,130
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,792

$106,164-4.1%

$147,041-30.8%

$77,692+31.0%

Participation rate

96.7%

78.4%+18.3pp

82.2%+14.6pp

70.6%+26.2pp

Annual return

17.54%

56.81%-39.3pp

419.21%-401.7pp

31.25%-13.7pp

Employer contribution / active EE

$5,630

$4,066+38.4%

$4,935+14.1%

$2,726+106.5%

Participant deferral / active EE

$17,320

$7,993+116.7%

$8,071+114.6%

$4,648+272.6%

Admin fee / account holder

$301

$338-11.0%

$13,006-97.7%

$431-30.1%

Provider

Service type

Compensation

NFP RETIREMENT INC6 years

Service code 27 · EIN 33-0905143

Advisory (Plan)

$60,000

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$57,104

EISNERAMPER LLP1 year

Service code 10 · EIN 87-1363769

Accounting

$32,130

TEALIUM INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEALIUM INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion