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 (2021) 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 2021

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

Other plans on this EIN

6 filings

#011Retirement-$115.7M assets #014Retirement-$42.4M assets #007Retirement-$13.9M assets #018Retirement-$8.8M assets #016Retirement-$4.3M assets #017Retirement-$1.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$27.5M

+7.8% from 2020

Total participants

277

-10.9% from 2020

Average account balance

$118,632

+18.0% from 2020

Annual return

15.09%

+1.19 pp from 2020

Benchmarks

See 4,054 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,054 peers

Snapshot2021

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 LLC7+ years Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 PARK PLACE · MILWAUKEE, WI 53224	Advisory (Participants)	$36,397
ALPHA INVESTMENT CONSULTING GROUP7+ years Filed as: ALPHA INVESTING CONSULTING GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202	Advisory (Plan)	$5,487

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

$42K

$180 / participant

Other / not subdivided$42K100.0%

% of EOY assets

0.152%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,632

$84,936+39.7%

$111,308+6.6%

$79,391+49.4%

Participation rate

80.7%

75.9%+4.8pp

77.3%+3.4pp

70.7%+10.0pp

Annual return

15.09%

17.45%-2.4pp

54.67%-39.6pp

116.88%-101.8pp

Employer contribution / active EE

$2,364

$1,979+19.4%

$2,732-13.5%

$2,428-2.6%

Participant deferral / active EE

$4,968

$3,888+27.8%

$4,487+10.7%

$4,046+22.8%

Admin fee / account holder

$181

$537-66.4%

$7,965-97.7%

$627-71.2%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC7+ years

Filed as: ONE AMERICA

Service code 26 · EIN 46-5378846

11270 PARK PLACE · MILWAUKEE, WI 53224

Advisory (Participants)

$36,397

ALPHA INVESTMENT CONSULTING GROUP7+ years

Filed as: ALPHA INVESTING CONSULTING GROUP

Service code 27 · EIN 39-1859759

111 EAST KILBOURN AVE · MILWAUKEE, WI 53202

Advisory (Plan)

$5,487

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