Retirement plan

WESTAT, INC. SAVINGS PLAN

Name: WESTAT, INC. - WESTAT, INC. SAVINGS PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#004Retirement-$358.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$687.4M

-6.8% from 2016

Total participants

4,901

+5.7% from 2016

Average account balance

$155,312

-5.4% from 2016

Annual return

15.53%

-4.59 pp from 2016

Benchmarks

See 755 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort755 peers

Snapshot2020

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: 521189096
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$155,312

$127,481+21.8%

$149,751+3.7%

$90,274+72.0%

Participation rate

87.3%

78.2%+9.0pp

82.5%+4.8pp

73.4%+13.9pp

Annual return

15.53%

57.78%-42.3pp

276.71%-261.2pp

53.97%-38.4pp

Employer contribution / active EE

$3,096

$3,448-10.2%

$4,646-33.4%

$2,523+22.7%

Participant deferral / active EE

$4,156

$6,975-40.4%

$6,843-39.3%

$4,231-1.8%

Admin fee / account holder

$152-100.0%

$9,312-100.0%

$114-100.0%

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