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 11 · EIN 22-2232264 | Actuarial | $331,694 |
GENERAL MILLS, INC.3+ years Filed as: GENERAL MILLS, INC Service code 50 · EIN 41-0274440 | Direct Payment | $196,166 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Other investment fees and expenses; A... | $181,904 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $51,043 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $23,341 |
Filed as: ONECBIZ, INC. Service code 10 · EIN 20-1128317 | Accounting | $11,818 |
REFINITIV US LLC2 years Filed as: THOMSON REUTERS (MARKETS) LLC Service code 16 · EIN 20-4530702 | Consulting | $6,008 |
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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 14.19% | 11.50%+2.7pp | 337.46%-323.3pp | 23.90%-9.7pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $20,191-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |