Retirement plan

DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: DATA SYSTEMS ANALYSTS, INC. - DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#003Retirement-$25.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$39.9M

+17.1% from 2016

Total participants

487

+26.8% from 2016

Average account balance

$81,954

-7.6% from 2016

Annual return

20.23%

-6.87 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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.

Expense breakdown

Schedule H Part II

Admin total

$35

$0 / participant

Other / not subdivided$35100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$81,954

$155,795-47.4%

$136,298-39.9%

$69,631+17.7%

Participation rate

100.0%

75.2%+24.8pp

81.9%+18.1pp

70.7%+29.3pp

Annual return

20.23%

232464.33%-232444.1pp

5156.27%-5136.0pp

27571.02%-27550.8pp

Employer contribution / active EE

$3,117

$2,991+4.2%

$4,696-33.6%

$2,032+53.4%

Participant deferral / active EE

$5,394-100.0%

$6,247-100.0%

$3,224-100.0%

Admin fee / account holder

$128-99.9%

$9,244-100.0%

$110-99.9%

DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP 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