Retirement plan

TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN

Name: TROUTMAN PEPPER HAMILTON SANDERS LLP - TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN (2024) Form 5500
Creator: TROUTMAN PEPPER HAMILTON SANDERS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN, TROUTMAN PEPPER HAMILTON SANDERS LLP

TROUTMAN PEPPER HAMILTON SANDERS LLPEIN 58-0946915Plan #001PY 2024

600 PEACHTREE ST NE, SUITE 3000 - ATLANTA, GA 303082216404-885-3000

Other plans on this EIN

1 filing

#007Retirement-$219.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1187.1M

+7.9% from 2023

Total participants

4,115

+11.9% from 2023

Average account balance

$353,403

+9.4% from 2023

Annual return

14.97%

-2.76 pp from 2023

Benchmarks

See 950 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort950 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19B

Not enough data

1 years with asset history on file

Average account balance

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

$353K

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.

3,359

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930	Recordkeeping	$197,857
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764	Consulting	$87,000

Plan features & details

Pension benefit codes2E2G2J2R2T3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$281K

$98 / participant

Recordkeeping$157K55.8%
Investment mgmt$95K33.9%
Other / not subdivided$29K10.3%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WARREN AVERETT, LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$353,403

$122,259+189.1%

$147,041+140.3%

$199,874+76.8%

Participation rate

73.7%

78.3%-4.6pp

82.2%-8.5pp

72.0%+1.7pp

Annual return

14.97%

30.58%-15.6pp

419.21%-404.2pp

34.28%-19.3pp

Employer contribution / active EE

$9,718

$4,097+137.2%

$4,935+96.9%

$3,036+220.1%

Participant deferral / active EE

$10,622

$8,504+24.9%

$8,071+31.6%

$5,090+108.7%

Admin fee / account holder

$84

$179-53.3%

$13,006-99.4%

$269-68.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD GROUP

Service code 15 · EIN 23-1945930

Recordkeeping

$197,857

FIDUCIENT ADVISORS LLC4 years

Service code 16 · EIN 36-4001764

Consulting

$87,000

TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TROUTMAN PEPPER DEFINED CONTRIBUTION 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