Retirement plan

THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES

Name: THE VOLLRATH COMPANY, LLC - THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES (2019) Form 5500
Creator: THE VOLLRATH COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES, THE VOLLRATH COMPANY, LLC

THE VOLLRATH COMPANY, LLCEIN 39-1859733Plan #013PY 2019

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

Other plans on this EIN

6 filings

#011Retirement-$102.8M assets #014Retirement-$34.8M assets #007Retirement-$14.6M 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)

$23.6M

+18.2% from 2018

Total participants

321

+3.5% from 2018

Average account balance

$89,792

+16.9% from 2018

Annual return

22.01%

+27.45 pp from 2018

Benchmarks

See 2,415 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,415 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.08M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

201

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.

67.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.64M

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$221

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)	$42,779
ALPHA INVESTMENT CONSULTING GROUP5+ years Filed as: ALPHA INVESTING CONSULTING GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202	Advisory (Plan)	$4,873

Plan features & details

Pension benefit codes2F2G2J3H

Plan features

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$48K

$168 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.202%

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

$89,792

$73,404+22.3%

$87,103+3.1%

$67,582+32.9%

Participation rate

79.6%

80.9%-1.3pp

76.9%+2.7pp

71.3%+8.3pp

Annual return

22.01%

48.29%-26.3pp

28.19%-6.2pp

378.57%-356.6pp

Employer contribution / active EE

$1,949

$2,014-3.2%

$2,521-22.7%

$2,148-9.2%

Participant deferral / active EE

$4,005

$3,913+2.4%

$4,049-1.1%

$3,539+13.1%

Admin fee / account holder

$181

$142+28.0%

$7,491-97.6%

$142+27.3%

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)

$42,779

ALPHA INVESTMENT CONSULTING GROUP5+ years

Filed as: ALPHA INVESTING CONSULTING GROUP

Service code 27 · EIN 39-1859759

111 EAST KILBOURN AVE · MILWAUKEE, WI 53202

Advisory (Plan)

$4,873

THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES

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