Retirement plan

EXPONENT INC. 401(K) SAVINGS PLAN

Name: EXPONENT, INC. - EXPONENT INC. 401(K) SAVINGS PLAN (2015) Form 5500
Creator: EXPONENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXPONENT INC. 401(K) SAVINGS PLAN, EXPONENT, INC.

EXPONENT, INC.EIN 77-0218904Plan #002PY 2015

149 COMMONWEALTH DRIVE - MENLO PARK, CA 940251133650-688-7295exponent.comLinkedIn1001-5000 employeesmanagement consulting

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 8, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$263.2M

-7.8% from 2016

Total participants

1,517

-0.3% from 2016

Average account balance

$181,048

-7.3% from 2016

Annual return

0.34%

-7.58 pp from 2016

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

$616.30M

Not enough data

1 years with asset history on file

Average account balance

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

$304K

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.

2,027

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.

92.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+17.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
FRANK RIMERMAN & CO LLP1+ years Filed as: FRANK, RIMERMAN & CO. LLP Service code 10 · EIN 94-1341042	Accounting	$14,600
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 65 MEMORIAL ROAD · WEST HARTFORD, CT 06107	Consulting	$6,250
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	-$153,586

Plan features & details

Pension benefit codes2E2F2J2T2G

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$7 / participant

Investment mgmt$2K38.5%
Other / not subdivided$3K61.5%

% of EOY assets

0.002%

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: FRANK, RIMERMAN & CO., LLP
Auditor EIN: 941341042
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$181,048

$88,324+105.0%

$115,038+57.4%

$55,191+228.0%

Participation rate

92.4%

72.5%+19.9pp

81.4%+11.1pp

69.2%+23.3pp

Annual return

0.34%

6.30%-6.0pp

26.14%-25.8pp

10.78%-10.4pp

Employer contribution / active EE

$8,051

$2,805+187.0%

$4,608+74.7%

$1,899+324.0%

Participant deferral / active EE

$10,035

$5,042+99.0%

$6,026+66.5%

$3,046+229.4%

Admin fee / account holder

$105-96.3%

$8,175-100.0%

$91-95.7%

Provider

Service type

Compensation

FRANK RIMERMAN & CO LLP1+ years

Filed as: FRANK, RIMERMAN & CO. LLP

Service code 10 · EIN 94-1341042

Accounting

$14,600

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADVISORS

Service code 16

65 MEMORIAL ROAD · WEST HARTFORD, CT 06107

Consulting

$6,250

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$153,586

EXPONENT INC. 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXPONENT INC. 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

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