Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $849,936 |
GENERAL MILLS, INC.5 years Service code 50 · EIN 41-0274440 | Direct Payment | $408,828 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Account maintenance fees; Custodial (... | $376,631 |
XEROX CORPORATION4 years Service code 99 · EIN 16-0468020 | Other Fees | $315,674 |
KPMG LLP6+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $89,732 |
REFINITIV US LLC2 years Service code 16 · EIN 20-4530702 | Consulting | $21,071 |
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 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 59.89% | 5230.06%-5170.2pp | 10.57%+49.3pp | 5230.06%-5170.2pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $18,335-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $5-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |