Retirement plan

ELECTRONIC WARFARE ASSOCIATES, INC. TAX DEFERRED SAVINGS AND INVESTMENT PLAN

Name: ELECTRONIC WARFARE ASSOCIATES, INC. - ELECTRONIC WARFARE ASSOCIATES, INC. TAX DEFERRED SAVINGS AND INVESTMENT PLAN (2015) Form 5500
Creator: ELECTRONIC WARFARE ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRONIC WARFARE ASSOCIATES, INC. TAX DEFERRED SAVINGS AND INVESTMENT PLAN, ELECTRONIC WARFARE ASSOCIATES, INC.

ELECTRONIC WARFARE ASSOCIATES, INC.EIN 54-1082215Plan #001PY 2015

13873 PARK CENTER ROAD - HERNDON, VA 20171703-904-5700ewa.comLinkedIn201-500 employeesdefense & space

Prospect flagsLow employer contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$53.5M

No prior year

Total participants

523

No prior year

Average account balance

$118,578

No prior year

Annual return

1.11%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$70.71M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

324

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.

24.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 2 by compensation

Provider	Service type	Compensation
J.A SEED & ASSOCIATES, LLC1+ years Service code 16 · EIN 54-1995014	Consulting	$15,184
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	-$12,825

Plan features & details

Pension benefit codes2F2J2K2R2T3D3H2E

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$13 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

0 / 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: RYANSHARKEY LLP
Auditor EIN: 200298559
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,578

$72,770+62.9%

$67,652+75.3%

$55,191+114.8%

Participation rate

72.0%

78.8%-6.8pp

75.7%-3.7pp

69.2%+2.8pp

Annual return

1.11%

-3.26%+4.4pp

6625.04%-6623.9pp

10.78%-9.7pp

Employer contribution / active EE

$321

$1,769-81.9%

$2,266-85.8%

$1,899-83.1%

Participant deferral / active EE

$9,369

$3,408+174.9%

$3,560+163.2%

$3,046+207.6%

Admin fee / account holder

$79-90.5%

$4,821-99.8%

$91-91.8%

Provider

Service type

Compensation

J.A SEED & ASSOCIATES, LLC1+ years

Service code 16 · EIN 54-1995014

Consulting

$15,184

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$12,825

ELECTRONIC WARFARE ASSOCIATES, INC. TAX DEFERRED SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRONIC WARFARE ASSOCIATES, INC. TAX DEFERRED SAVINGS AND INVESTMENT 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