Retirement plan

DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: DATA SYSTEMS ANALYSTS, INC. - DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: DATA SYSTEMS ANALYSTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, DATA SYSTEMS ANALYSTS, INC.

DATA SYSTEMS ANALYSTS, INC.EIN 22-1728863Plan #002PY 2015

8 NESHAMINY INTERPLEX DRIVE, SUITE 209 - TREVOSE, PA 190536944215-245-4800

Other plans on this EIN

1 filing

#003Retirement-$17.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$27.1M

No prior year

Total participants

355

No prior year

Average account balance

$76,487

No prior year

Annual return

31.23%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.30M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

554

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+30.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2O2Q3I

Plan features

2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,487

$70,002+9.3%

$115,038-33.5%

$52,331+46.2%

Participation rate

99.5%

72.1%+27.4pp

81.4%+18.1pp

68.1%+31.4pp

Annual return

31.23%

4.04%+27.2pp

26.14%+5.1pp

4.54%+26.7pp

Employer contribution / active EE

$3,651

$2,715+34.5%

$4,608-20.8%

$1,882+94.0%

Participant deferral / active EE

$4,920-100.0%

$6,026-100.0%

$3,022-100.0%

Admin fee / account holder

$566-100.0%

$8,175-100.0%

$592-100.0%

DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion