Retirement plan

DESIGN-SCIENCE INTERNATIONAL, INC. PROFIT SHARING PLAN

Name: DESIGN-SCIENCE INTERNATIONAL, INC. - DESIGN-SCIENCE INTERNATIONAL, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: DESIGN-SCIENCE INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DESIGN-SCIENCE INTERNATIONAL, INC. PROFIT SHARING PLAN, DESIGN-SCIENCE INTERNATIONAL, INC.

DESIGN-SCIENCE INTERNATIONAL, INC.EIN 04-2499179Plan #002PY 2019

200 BAKER AVENUE, SUITE 102 - CONCORD, MA 01742978-369-6565designscienceinc.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+1.3% from 2018

Total participants

-16.7% from 2018

Average account balance

$704,116

+21.6% from 2018

Annual return

15.78%

+21.73 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.01M

Not enough data

1 years with asset history on file

Average account balance

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

$3.0M

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$79K

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

+7.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1315185

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$603K

$200870 / participant

Other / not subdivided$603K100.0%

% of EOY assets

17.117%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$704,116

$157,296+347.6%

$141,191+398.7%

$152,897+360.5%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

15.78%

64.34%-48.6pp

71.41%-55.6pp

345.43%-329.6pp

Employer contribution / active EE

$26,489

$5,262+403.4%

$4,736+459.3%

$4,764+456.1%

Participant deferral / active EE

$5,425

$7,111-23.7%

$6,710-19.2%

$5,851-7.3%

Admin fee / account holder

$120,522

$12,125+894.0%

$10,264+1074.2%

$11,599+939.0%

DESIGN-SCIENCE INTERNATIONAL, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DESIGN-SCIENCE INTERNATIONAL, INC. PROFIT SHARING 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