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 | $676,514 |
GENERAL MILLS, INC.4+ years Service code 50 · EIN 41-0274440 | Direct Payment | $370,347 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Other services; Account maintenance f... | $313,870 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $84,381 |
XEROX CORPORATION4+ years Service code 99 · EIN 16-0468020 | Other Fees | $73,336 |
REFINITIV US LLC3 years Service code 16 · EIN 20-4530702 | Consulting | $17,712 |
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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 4.53% | 8.50%-4.0pp | 11.38%-6.9pp | 13.24%-8.7pp |
| Employer contribution / active EE | $0 | $9,057-100.0% | $18,467-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |