Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,609,952 |
GENERAL MILLS, INC.2 years Service code 50 · EIN 41-0274440 | Direct Payment | $1,086,357 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Other investment fees and expenses; O... | $880,362 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $127,088 |
REFINITIV US LLC2 years Filed as: THOMSON REUTERS (MARKETS) LLC Service code 16 · EIN 20-4530702 | Consulting | $41,882 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 50 · EIN 04-3515240 | Direct Payment | $18,285 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $15,517 |
XEROX CORPORATION1 year Service code 99 · EIN 16-0468020 | Other Fees | $12,541 |
Filed as: ONECBIZ, INC. Service code 10 · EIN 20-1128317 | Accounting | $12,007 |
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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 18.53% | 16.32%+2.2pp | 337.46%-318.9pp | 16.32%+2.2pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $20,191-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $30-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |