Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,463,276 |
GENERAL MILLS, INC.1 year Service code 50 · EIN 41-0274440 | Direct Payment | $1,299,871 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $573,941 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $123,428 |
REFINITIV US LLC1 year Filed as: THOMSON REUTERS (MARKETS) LLC Service code 16 · EIN 20-4530702 | Consulting | $36,617 |
CEM BENCHMARKING1 year Filed as: CEM BENCHMARKING INC. Service code 16 | Consulting | $22,675 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 50 · EIN 04-3515240 | Direct Payment | $18,462 |
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 | $40,289-100.0% | $111,575-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 8.4%-8.4pp | 4.2%-4.2pp |
| Annual return | 7.53% | 10.64%-3.1pp | 18.87%-11.3pp | 10.64%-3.1pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $19,828-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $68-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $262-100.0% | $312-100.0% |