Retirement plan

WESTAT, INC. SAVINGS PLAN

Name: WESTAT, INC. - WESTAT, INC. SAVINGS PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#004Retirement-$322.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$537.5M

-6.8% from 2016

Total participants

5,526

+5.7% from 2016

Average account balance

$106,182

-5.4% from 2016

Annual return

-4.22%

-4.59 pp from 2016

Benchmarks

See 688 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort688 peers

Snapshot2018

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

$106,182

$88,874+19.5%

$123,553-14.1%

$75,289+41.0%

Participation rate

90.3%

75.9%+14.5pp

82.3%+8.1pp

72.4%+17.9pp

Annual return

-4.22%

4.22%-8.4pp

119.21%-123.4pp

-0.04%-4.2pp

Employer contribution / active EE

$3,354

$3,256+3.0%

$4,628-27.5%

$2,405+39.5%

Participant deferral / active EE

$2,696

$6,174-56.3%

$6,426-58.0%

$3,739-27.9%

Admin fee / account holder

$95-100.0%

$9,284-100.0%

$102-100.0%

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