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 11 · EIN 22-2232264 | Actuarial | $747,754 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Other services; Account maintenance f... | $393,528 |
GENERAL MILLS, INC.1+ years Service code 50 · EIN 41-0274440 | Direct Payment | $363,374 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $73,371 |
XEROX CORPORATION1+ years Service code 99 · EIN 16-0468020 | Other Fees | $18,277 |
REFINITIV US LLC1+ years Filed as: THOMSON REUTERS (MARKETS) LLC Service code 16 · EIN 20-4530702 | Consulting | $9,581 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 50 · EIN 04-3515240 | Direct Payment | $9,562 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: ONECBIZ, INC. Service code 10 · EIN 20-1128317 | Accounting | $5,177 |
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 | 0.00% | -1.21%+1.2pp | -0.41%+0.4pp | 0.19%-0.2pp |
| 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% |