Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,880,613 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $1,219,823 |
GENERAL MILLS, INC.1+ years Filed as: GENERL MILLS, INC. Service code 65 · EIN 41-0274440 | Account Maintenance | $785,199 |
REFINITIV US LLC1+ years Filed as: THOMPSON REUTERS (MARKETS), LLC Service code 16 · EIN 20-4530702 | Consulting | $35,817 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 99 · EIN 04-3515240 | Other Fees | $17,457 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $15,000 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $5,676 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $19,623-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.5%-12.5pp | 9.2%-9.2pp |
| Annual return | -0.93% | -0.08%-0.9pp | -0.97%0pp | -0.08%-0.9pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $22,441-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $183-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $2,730-100.0% | $275-100.0% |