Retirement plan

TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN

Name: TROUTMAN PEPPER HAMILTON SANDERS LLP - TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#007Retirement-$124.4M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$978.3M

-15.5% from 2016

Total participants

3,647

-3.5% from 2016

Average account balance

$279,607

-12.0% from 2016

Annual return

-18.14%

-16.81 pp from 2016

Benchmarks

See 900 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort900 peers

Snapshot2022

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 TRUST COMPANY Service code 15 · EIN 23-1945930	Recordkeeping	$204,617
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764	Consulting	$65,250

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

$262K

$112 / participant

Investment mgmt$262K100.0%

% of EOY assets

0.027%

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

$279,607

$95,388+193.1%

$125,401+123.0%

$77,906+258.9%

Participation rate

93.7%

78.6%+15.1pp

82.4%+11.3pp

73.7%+20.0pp

Annual return

-18.14%

116.19%-134.3pp

572.53%-590.7pp

12.16%-30.3pp

Employer contribution / active EE

$10,909

$3,666+197.5%

$4,816+126.5%

$2,846+283.3%

Participant deferral / active EE

$12,002

$7,711+55.6%

$7,448+61.1%

$4,805+149.8%

Admin fee / account holder

$75

$119-37.1%

$10,008-99.3%

$133-43.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD TRUST COMPANY

Service code 15 · EIN 23-1945930

Recordkeeping

$204,617

FIDUCIENT ADVISORS LLC2 years

Service code 16 · EIN 36-4001764

Consulting

$65,250

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