Retirement plan

KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN

Name: KILPATRICK TOWNSEND & STOCKTON LLP - KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: KILPATRICK TOWNSEND & STOCKTON LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN, KILPATRICK TOWNSEND & STOCKTON LLP

KILPATRICK TOWNSEND & STOCKTON LLPEIN 58-0511774Plan #003PY 2016

1100 PEACHTREE STREET, SUITE 2800 - ATLANTA, GA 303094510404-815-6500ktslaw.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

1 filing

#008Retirement-$14.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$340.1M

-8.0% from 2016

Total participants

1,814

+0.1% from 2016

Average account balance

$194,134

-6.9% from 2016

Annual return

9.75%

-9.15 pp from 2016

Benchmarks

See 664 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort664 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$596.02M

Not enough data

1 years with asset history on file

Average account balance

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

$419K

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.

1,422

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.71M

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

+21.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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 7 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670	Investment Management	$108,672
SAGE ADVISORY SERVICES2+ years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 5 CONCOURSE PKY, STE 1800 · ATLANTA, GA 30328	Advisory (Plan)	$50,000
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310	Investment Management	$30,342
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$20,281
TOMKIEWICZ WRIGHT, LLC2+ years Service code 10 · EIN 20-1702555 6111 PEACHTREE DUNWOODY · ATLANTA, GA 30328	Accounting	$19,500
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: PRUDENTIAL INVESTMENT MGMT, INC. Service code 28 3 GATEWAY CENTER, 15TH FL · NEWARK, NJ 07102	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY INV. INSTITUTIONAL OP. CO. Service code 60 · EIN 04-2647786	Sub-TA Fees	-$149,574

Plan features & details

Pension benefit codes2A2E2G2J2R2F2S2T3B

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$95K

$75 / participant

Investment mgmt$70K73.9%
Contract admin$5K5.6%
Other / not subdivided$20K20.5%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

2 / 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: TOMKIEWICZ WRIGHT, LLC
Auditor EIN: 201702555
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$194,134

$85,635+126.7%

$123,894+56.7%

$63,975+203.5%

Participation rate

95.1%

74.9%+20.2pp

81.4%+13.7pp

71.1%+24.0pp

Annual return

9.75%

15.74%-6.0pp

47.52%-37.8pp

48.65%-38.9pp

Employer contribution / active EE

$7,716

$3,076+150.8%

$4,617+67.1%

$2,182+253.7%

Participant deferral / active EE

$9,683

$5,667+70.9%

$5,984+61.8%

$3,356+188.5%

Admin fee / account holder

$54

$75-27.5%

$8,357-99.4%

$70-22.9%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: PRUDENTIAL INSURANCE CO.

Service code 28 · EIN 22-1211670

Investment Management

$108,672

SAGE ADVISORY SERVICES2+ years

Filed as: SAGE VIEW ADVISORY GROUP, LLC

Service code 27

5 CONCOURSE PKY, STE 1800 · ATLANTA, GA 30328

Advisory (Plan)

$50,000

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: PRUDENTIAL TRUST CO.

Service code 28 · EIN 23-6994310

Investment Management

$30,342

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$20,281

TOMKIEWICZ WRIGHT, LLC2+ years

Service code 10 · EIN 20-1702555

6111 PEACHTREE DUNWOODY · ATLANTA, GA 30328

Accounting

$19,500

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: PRUDENTIAL INVESTMENT MGMT, INC.

Service code 28

3 GATEWAY CENTER, 15TH FL · NEWARK, NJ 07102

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INV. INSTITUTIONAL OP. CO.

Service code 60 · EIN 04-2647786

Sub-TA Fees

-$149,574

KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS 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