Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $629,521 |
GENERAL MILLS, INC.2+ years Service code 50 · EIN 41-0274440 | Direct Payment | $441,317 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Other investment fees and expenses; A... | $418,962 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $100,463 |
Service code 50 · EIN 20-1778316 | Direct Payment | $48,612 |
XEROX CORPORATION2+ years Service code 99 · EIN 16-0468020 | Other Fees | $23,774 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: ONECBIZ, INC. Service code 10 · EIN 20-1128317 | Accounting | $23,625 |
REFINITIV US LLC1 year Service code 16 · EIN 20-4530702 | Consulting | $21,015 |
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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 20.08% | 21.31%-1.2pp | -100.31%+120.4pp | 53.27%-33.2pp |
| Employer contribution / active EE | $0 | $7,169-100.0% | $18,686-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |