Retirement plan

TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING PLAN

Name: TROUTMAN SANDERS LLP - TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING PLAN (2015) Form 5500
Creator: TROUTMAN SANDERS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING PLAN, TROUTMAN SANDERS LLP

TROUTMAN SANDERS LLPEIN 58-0946915Plan #001PY 2015

600 PEACHTREE ST NE, SUITE 5200 - ATLANTA, GA 303082216404-885-3000

Other plans on this EIN

1 filing

#006Retirement-$65.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$325.6M

-15.5% from 2016

Total participants

1,845

-3.5% from 2016

Average account balance

$198,072

-12.0% from 2016

Annual return

-0.40%

-16.81 pp from 2016

Benchmarks

See 568 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort568 peers

Snapshot2015

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
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393	Recordkeeping	$230,992
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DI MEO SCHNEIDER & ASSOCIATES LLC Service code 70 · EIN 36-4001764	Consulting Fees	$89,291

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$320K

$224 / participant

Investment mgmt$171K53.5%
Other / not subdivided$149K46.5%

% of EOY assets

0.098%

all-in expense ratio

Categories reported

1 / 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: BABUSH NEIMAN KORNMAN & JOHNSON LLP
Auditor EIN: 580942047
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,072

$86,791+128.2%

$115,038+72.2%

$59,188+234.6%

Participation rate

86.0%

72.8%+13.1pp

81.4%+4.6pp

69.4%+16.5pp

Annual return

-0.40%

4.44%-4.8pp

26.14%-26.5pp

5.51%-5.9pp

Employer contribution / active EE

$9,082

$2,950+207.9%

$4,608+97.1%

$2,098+332.9%

Participant deferral / active EE

$7,984

$5,298+50.7%

$6,026+32.5%

$3,265+144.6%

Admin fee / account holder

$195

$95+105.2%

$8,175-97.6%

$92+111.3%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO BANK NA

Service code 15 · EIN 94-1347393

Recordkeeping

$230,992

DIMEO SCHNEIDER & ASSOCIATES LLC1+ years

Filed as: DI MEO SCHNEIDER & ASSOCIATES LLC

Service code 70 · EIN 36-4001764

Consulting Fees

$89,291

TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TROUTMAN SANDERS LLP CASH OR DEFERRED PROFIT SHARING 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