Retirement plan

TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN

Name: TROUTMAN PEPPER HAMILTON SANDERS LLP - TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN (2021) 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 2021

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

Other plans on this EIN

1 filing

#007Retirement-$112.7M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1246.7M

-15.5% from 2016

Total participants

3,505

-3.5% from 2016

Average account balance

$373,724

-12.0% from 2016

Annual return

14.39%

-16.81 pp from 2016

Benchmarks

See 813 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort813 peers

Snapshot2021

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.1 year Filed as: VANGUARD TRUST COMPANY Service code 15 · EIN 23-1945930	Recordkeeping	$189,511
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764	Consulting	$82,750

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$267K

$118 / participant

Investment mgmt$267K100.0%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

1 / 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

$373,724

$120,450+210.3%

$159,495+134.3%

$93,010+301.8%

Participation rate

92.5%

78.0%+14.6pp

82.8%+9.7pp

73.9%+18.6pp

Annual return

14.39%

27.11%-12.7pp

263.72%-249.3pp

158.70%-144.3pp

Employer contribution / active EE

$10,707

$3,526+203.7%

$4,831+121.6%

$2,705+295.8%

Participant deferral / active EE

$11,497

$7,283+57.9%

$7,354+56.3%

$4,561+152.1%

Admin fee / account holder

$80

$137-41.6%

$10,804-99.3%

$152-47.3%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD TRUST COMPANY

Service code 15 · EIN 23-1945930

Recordkeeping

$189,511

FIDUCIENT ADVISORS LLC1 year

Service code 16 · EIN 36-4001764

Consulting

$82,750

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