Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 86-1849232 | Contract Administrator | $949,298 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $499,881 |
GENERAL MILLS, INC.2 years Filed as: GENERAL MILLS, INC Service code 14 · EIN 41-0274440 | Plan Administrator | $386,423 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $254,675 |
KPMG LLP9+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $100,412 |
REFINITIV US LLC2 years Filed as: REFINITIV EIKON Service code 49 · EIN 20-4530702 | Other Services | $23,347 |
XEROX CORPORATION7 years Service code 36 · EIN 16-0468020 | Direct payment from the plan; Other s... | $10,286 |
Filed as: CBIZ Service code 10 · EIN 20-1128317 | Accounting | $6,896 |
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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | -38.04% | 8.26%-46.3pp | 9.51%-47.5pp | 9.11%-47.1pp |
| Employer contribution / active EE | $0 | $17,413-100.0% | $23,377-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |