Retirement plan

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

Name: THE VOLLRATH COMAPNY, LLC - THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & PROFIT SHARING PLAN (2019) Form 5500
Creator: THE VOLLRATH COMAPNY, 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 COMAPNY, LLC

THE VOLLRATH COMAPNY, LLCEIN 39-1859733Plan #007PY 2019

1236 N 18TH ST - SHEBOYGAN, WI 53081920-457-4851vollrathcompany.comLinkedIn1001-5000 employeesfood & beverages

Other plans on this EIN

6 filings

#011Retirement-$102.8M assets #014Retirement-$34.8M assets #013Retirement-$23.6M assets #018Retirement-$8.9M assets #016Retirement-$3.6M assets #017Retirement-$1.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.6M

+14.0% from 2018

Total participants

133

-2.9% from 2018

Average account balance

$111,636

+16.6% from 2018

Annual return

21.37%

+26.16 pp from 2018

Benchmarks

See 4,276 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,276 peers

Snapshot2019

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 LLC5+ years Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224	Advisory (Participants)	$27,035
ALPHA INVESTMENT CONSULTING GROUP5+ years Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202	Advisory (Plan)	$3,118

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

$30K

$264 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.206%

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

$111,636

$65,378+70.8%

$87,103+28.2%

$65,186+71.3%

Participation rate

98.2%

75.3%+22.9pp

76.9%+21.4pp

70.2%+28.0pp

Annual return

21.37%

31.28%-9.9pp

28.19%-6.8pp

29.39%-8.0pp

Employer contribution / active EE

$3,218

$1,823+76.6%

$2,521+27.6%

$2,177+47.8%

Participant deferral / active EE

$2,201

$3,389-35.1%

$4,049-45.6%

$3,514-37.4%

Admin fee / account holder

$230

$520-55.7%

$7,491-96.9%

$847-72.8%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC5+ years

Filed as: ONE AMERICA

Service code 26 · EIN 46-5378846

11270 W PARK PLACE · MILWAUKEE, WI 53224

Advisory (Participants)

$27,035

ALPHA INVESTMENT CONSULTING GROUP5+ years

Service code 27 · EIN 39-1859759

111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202

Advisory (Plan)

$3,118

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