Retirement plan

DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN

Name: DATA SYSTEMS ANALYSTS, INC. - DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL 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. CASH OR DEFERRAL PLAN, DATA SYSTEMS ANALYSTS, INC.

DATA SYSTEMS ANALYSTS, INC.EIN 22-1728863Plan #003PY 2015

8 NESHAMINY INTERPLEX, SUITE 209 - TREVOSE, PA 190536980215-245-4800

Other plans on this EIN

1 filing

#002Retirement-$27.1M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$17.2M

No prior year

Total participants

364

No prior year

Average account balance

$60,429

No prior year

Annual return

0.09%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$72.94M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

684

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 17 · EIN 22-2611091 89 N. HADDON AVE. · HADDONFIELD, NJ 08033	Pension Consulting	$6,775
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 22 · EIN 35-0472300 1300 S CLINTON ST · FORT WAYNE, IN 46802	Insurance Broker	$0
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$26 / participant

Contract admin$7K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,429

$88,324-31.6%

$115,038-47.5%

$55,191+9.5%

Participation rate

69.6%

72.5%-2.9pp

81.4%-11.8pp

69.2%+0.5pp

Annual return

0.09%

6.30%-6.2pp

26.14%-26.1pp

10.78%-10.7pp

Employer contribution / active EE

$1,008

$2,805-64.1%

$4,608-78.1%

$1,899-46.9%

Participant deferral / active EE

$5,606

$5,042+11.2%

$6,026-7.0%

$3,046+84.0%

Admin fee / account holder

$24

$105-77.4%

$8,175-99.7%

$91-73.8%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: UNITED RETIREMENT PLAN CONSULTANTS

Service code 17 · EIN 22-2611091

89 N. HADDON AVE. · HADDONFIELD, NJ 08033

Pension Consulting

$6,775

LINCOLN NATIONAL CORPORATION1+ years

Filed as: LINCOLN FINANCIAL ADVISORS

Service code 22 · EIN 35-0472300

1300 S CLINTON ST · FORT WAYNE, IN 46802

Insurance Broker

NATIONWIDE1+ years

Service code 15 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL 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