Retirement plan

WESTAT, INC. SAVINGS PLAN

Name: WESTAT, INC. - WESTAT, INC. SAVINGS PLAN (2017) Form 5500
Creator: WESTAT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTAT, INC. SAVINGS PLAN, WESTAT, INC.

WESTAT, INC.EIN 84-0529566Plan #006PY 2017

1600 RESEARCH BLVD - ROCKVILLE, MD 208503129301-251-1500westat.comLinkedIn1001-5000 employeesresearch

Other plans on this EIN

1 filing

#004Retirement-$338.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$591.3M

-6.8% from 2016

Total participants

5,608

+5.7% from 2016

Average account balance

$112,645

-5.4% from 2016

Annual return

18.20%

-4.59 pp from 2016

Benchmarks

See 662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort662 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$757.02M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

3,878

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.

40.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.43%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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: RUBINO & COMPANY CHARTERED
Auditor EIN: 521186096
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,645

$96,458+16.8%

$136,298-17.4%

$77,958+44.5%

Participation rate

92.5%

75.4%+17.1pp

81.9%+10.6pp

71.6%+20.8pp

Annual return

18.20%

23.78%-5.6pp

5156.27%-5138.1pp

20.87%-2.7pp

Employer contribution / active EE

$3,497

$3,144+11.2%

$4,696-25.5%

$2,310+51.4%

Participant deferral / active EE

$3,325

$5,902-43.7%

$6,247-46.8%

$3,537-6.0%

Admin fee / account holder

$80-100.0%

$9,244-100.0%

$97-100.0%

WESTAT, INC. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WESTAT, INC. SAVINGS 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