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 28 · EIN 22-2232264 | Investment Management | $2,195,849 |
GENERAL MILLS, INC.3+ years Service code 50 · EIN 41-0274440 | Direct Payment | $671,706 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Other investment fees and expenses; O... | $527,720 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 04-1867445 | Investment Management | $200,000 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $92,226 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRST CO, NA Service code 21 · EIN 94-3112180 | Bank Trustee | $45,300 |
REFINITIV US LLC1 year Filed as: THOMSON REUTERS (MARKETS) LLC Service code 16 · EIN 20-4530702 | Consulting | $17,175 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $13,789 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,699 | $80,976+131.8% | $75,501+148.6% | $80,976+131.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.4%+27.6pp | 68.3%+31.7pp |
| Annual return | 13.65% | 22.91%-9.3pp | 27.35%-13.7pp | 22.91%-9.3pp |
| Employer contribution / active EE | $3,011 | $2,402+25.3% | $2,352+28.0% | $2,402+25.3% |
| Participant deferral / active EE | $7,923 | $3,848+105.9% | $3,142+152.2% | $3,848+105.9% |
| Admin fee / account holder | $190 | $67+181.7% | $5,801-96.7% | $67+181.7% |