Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,130,252 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $552,537 |
GENERAL MILLS, INC.3 years Service code 50 · EIN 41-0274440 | Direct Payment | $456,547 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $61,325 |
XEROX CORPORATION2 years Service code 99 · EIN 16-0468020 | Other Fees | $37,719 |
REFINITIV US LLC3 years Filed as: THOMSON REUTERS (MARKETS) LLC Service code 16 · EIN 20-4530702 | Consulting | $16,798 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 50 · EIN 04-3515240 | Direct Payment | $8,044 |
Filed as: ONECBIZ, INC. Service code 10 · EIN 20-1128317 | Accounting | $6,168 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,614-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -55.27% | 73.13%-128.4pp | -0.41%-54.9pp | 73.13%-128.4pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $15,396-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $26-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $2,970-100.0% | - |