Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 28 · EIN 22-2232264 | Investment Management | $2,153,007 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Account maintenance fees; Other fees;... | $660,637 |
GENERAL MILLS, INC.1+ years Service code 65 · EIN 41-0274440 | Account Maintenance | $572,254 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $347,811 |
THE ADVOCATE GROUP LLC1+ years Filed as: THE ADVOCATE GROUP Service code 71 · EIN 45-1497656 | Brokerage Fees | $196,295 |
CHARLES SCHWAB & CO., INC.1+ years Service code 71 · EIN 94-1737782 | Brokerage Fees | $84,144 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $34,248 |
ECHO WEALTH MANAGEMENT, LLC1+ years Service code 71 · EIN 47-2753114 | Brokerage Fees | $32,488 |
QUANTITATIVE ADVANTAGE LLC1+ years Service code 71 · EIN 41-1964250 | Brokerage Fees | $30,196 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $24,319 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,187 | $69,651+137.2% | $63,244+161.2% | $69,651+137.2% |
| Participation rate | 70.7% | 66.6%+4.1pp | 71.0%-0.4pp | 66.6%+4.1pp |
| Annual return | 1.76% | 53.77%-52.0pp | -70.31%+72.1pp | 53.77%-52.0pp |
| Employer contribution / active EE | $1,834 | $2,241-18.1% | $2,322-21.0% | $2,241-18.1% |
| Participant deferral / active EE | $5,491 | $3,635+51.0% | $2,953+85.9% | $3,635+51.0% |
| Admin fee / account holder | $186 | $63+194.1% | $5,893-96.8% | $63+194.1% |