Retirement plan

THE VOLLRATH COMPANY LLC SAVINGS & PROFIT SHARING PLAN

Name: THE VOLLRATH COMPANY, LLC - THE VOLLRATH COMPANY LLC SAVINGS & PROFIT SHARING PLAN (2017) Form 5500
Creator: THE VOLLRATH COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE VOLLRATH COMPANY LLC SAVINGS & PROFIT SHARING PLAN, THE VOLLRATH COMPANY, LLC

THE VOLLRATH COMPANY, LLCEIN 39-1859733Plan #011PY 2017

1236 N 18TH STREET, PO BOX 611 - SHEBOYGAN, WI 530820611920-457-4851vollrathcompany.comLinkedIn1001-5000 employeesfood & beverages

Other plans on this EIN

6 filings

#014Retirement-$31.4M assets #013Retirement-$23.2M assets #007Retirement-$15.4M assets #018Retirement-$8.7M assets #016Retirement-$3.2M assets #017Retirement-$1.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$94.8M

+15.7% from 2016

Total participants

760

+6.6% from 2016

Average account balance

$125,690

+9.4% from 2016

Annual return

15.07%

+7.84 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$120.15M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

784

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$235

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 LLC3+ years Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224	Advisory (Participants)	$164,803
ALPHA INVESTMENT CONSULTING GROUP3+ years Filed as: ALPHA INVESTMENT GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202	Advisory (Plan)	$21,337

Plan features & details

Pension benefit codes2E2F2G2J2S

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$186K

$299 / participant

Other / not subdivided$186K100.0%

% of EOY assets

0.196%

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: SCHENCK SC
Auditor EIN: 391173131
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,690

$69,305+81.4%

$82,312+52.7%

$69,631+80.5%

Participation rate

99.0%

80.3%+18.8pp

76.9%+22.1pp

70.7%+28.3pp

Annual return

15.07%

21.47%-6.4pp

25.88%-10.8pp

27571.02%-27555.9pp

Employer contribution / active EE

$4,350

$1,887+130.6%

$2,428+79.2%

$2,032+114.1%

Participant deferral / active EE

$6,126

$3,568+71.7%

$3,706+65.3%

$3,224+90.0%

Admin fee / account holder

$247

$97+154.0%

$5,608-95.6%

$110+123.5%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC3+ years

Filed as: ONE AMERICA

Service code 26 · EIN 46-5378846

11270 W PARK PLACE · MILWAUKEE, WI 53224

Advisory (Participants)

$164,803

ALPHA INVESTMENT CONSULTING GROUP3+ years

Filed as: ALPHA INVESTMENT GROUP

Service code 27 · EIN 39-1859759

111 EAST KILBOURN AVE · MILWAUKEE, WI 53202

Advisory (Plan)

$21,337

THE VOLLRATH COMPANY LLC SAVINGS & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE VOLLRATH COMPANY LLC 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