Retirement plan

THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & PROFIT SHARING PLAN

Name: THE VOLLRATH COMPANY, LLC - THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & PROFIT SHARING PLAN (2018) Form 5500
Creator: THE VOLLRATH COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & PROFIT SHARING PLAN, THE VOLLRATH COMPANY, LLC

THE VOLLRATH COMPANY, LLCEIN 39-1859733Plan #007PY 2018

1236 N 18TH ST - SHEBOYGAN, WI 530813201920-457-4851vollrathcompany.comLinkedIn1001-5000 employeesfood & beverages

Other plans on this EIN

6 filings

#011Retirement-$88.5M assets #014Retirement-$29.7M assets #013Retirement-$20.0M assets #018Retirement-$8.0M assets #016Retirement-$3.2M assets #017Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.8M

-16.7% from 2017

Total participants

137

+2.2% from 2017

Average account balance

$95,709

-19.8% from 2017

Annual return

-4.79%

-19.99 pp from 2017

Benchmarks

See 4,209 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,209 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.13M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

121

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$542K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$180

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
ONEDIGITAL INVESTMENT ADVISORS LLC4+ years Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224	Advisory (Participants)	$28,178
ALPHA INVESTMENT CONSULTING GROUP4+ years Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202	Advisory (Plan)	$3,397

Plan features & details

Pension benefit codes2E2F2G2H2J3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$32K

$265 / participant

Other / not subdivided$32K100.0%

% of EOY assets

0.246%

all-in expense ratio

Categories reported

0 / 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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,709

$59,191+61.7%

$76,767+24.7%

$56,289+70.0%

Participation rate

97.5%

75.2%+22.3pp

77.0%+20.5pp

69.9%+27.6pp

Annual return

-4.79%

6.62%-11.4pp

2.43%-7.2pp

-9.96%+5.2pp

Employer contribution / active EE

$3,277

$1,759+86.3%

$2,485+31.9%

$2,111+55.2%

Participant deferral / active EE

$2,296

$3,255-29.5%

$3,852-40.4%

$3,350-31.5%

Admin fee / account holder

$236

$489-51.8%

$6,675-96.5%

$521-54.8%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC4+ years

Filed as: ONE AMERICA

Service code 26 · EIN 46-5378846

11270 W PARK PLACE · MILWAUKEE, WI 53224

Advisory (Participants)

$28,178

ALPHA INVESTMENT CONSULTING GROUP4+ years

Service code 27 · EIN 39-1859759

111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202

Advisory (Plan)

$3,397

THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & 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