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 (2020) 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 2020

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

Other plans on this EIN

6 filings

#011Retirement-$106.3M assets #014Retirement-$40.0M assets #007Retirement-$14.2M assets #018Retirement-$9.0M assets #016Retirement-$4.1M assets #017Retirement-$1.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.5M

+8.1% from 2019

Total participants

311

-3.1% from 2019

Average account balance

$100,495

+11.9% from 2019

Annual return

13.91%

-8.10 pp from 2019

Benchmarks

See 2,346 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,346 peers

Snapshot2020

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 LLC6+ years Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224	Advisory (Participants)	$42,560
ALPHA INVESTMENT CONSULTING GROUP6+ years Filed as: ALPHA INVESTING CONSULTING GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202	Advisory (Plan)	$5,323

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

$176 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.188%

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

$100,495

$79,519+26.4%

$95,964+4.7%

$73,412+36.9%

Participation rate

79.0%

81.2%-2.1pp

77.1%+2.0pp

72.2%+6.9pp

Annual return

13.91%

19.20%-5.3pp

91.64%-77.7pp

59.30%-45.4pp

Employer contribution / active EE

$1,639

$2,048-19.9%

$2,541-35.5%

$2,234-26.6%

Participant deferral / active EE

$3,402

$4,138-17.8%

$4,167-18.3%

$3,806-10.6%

Admin fee / account holder

$189

$184+2.3%

$6,797-97.2%

$158+19.4%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC6+ years

Filed as: ONE AMERICA

Service code 26 · EIN 46-5378846

11270 W PARK PLACE · MILWAUKEE, WI 53224

Advisory (Participants)

$42,560

ALPHA INVESTMENT CONSULTING GROUP6+ years

Filed as: ALPHA INVESTING CONSULTING GROUP

Service code 27 · EIN 39-1859759

111 EAST KILBOURN AVE · MILWAUKEE, WI 53202

Advisory (Plan)

$5,323

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