Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Account maintenance fees; Other servi... | $89,056 |
GENERAL MILLS, INC.6+ years Filed as: GENERAL MILLS, INC Service code 50 · EIN 41-0274440 | Direct Payment | $36,509 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $8,346 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,827-100.0% | $2,066,441-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.1%-43.1pp |
| Annual return | -97.22% | 8.77%-106.0pp | 10.57%-107.8pp | 259.19%-356.4pp |
| Employer contribution / active EE | $0 | $30,532-100.0% | $18,335-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,502-100.0% |