Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $271,282 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Other investment fees and expenses; O... | $189,297 |
GENERAL MILLS, INC.4+ years Filed as: GENERAL MILLS, INC Service code 50 · EIN 41-0274440 | Direct Payment | $144,655 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $22,762 |
Filed as: ONECBIZ, INC. Service code 10 · EIN 20-1128317 | Accounting | $11,345 |
XEROX CORPORATION1 year Service code 50 · EIN 16-0468020 | Direct Payment | $10,433 |
REFINITIV US LLC3 years Filed as: THOMSON REUTERS (MARKETS) LLC Service code 16 · EIN 20-4530702 | Consulting | $5,943 |
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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -2.29% | -1.21%-1.1pp | -0.41%-1.9pp | 0.19%-2.5pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $15,396-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |