Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 12 · EIN 86-1849232 | Copying and duplicating; Direct payme... | $647,190 |
GENERAL MILLS, INC.5+ years Service code 14 · EIN 41-0274440 | Plan Administrator | $545,738 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $379,555 |
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $126,440 |
KPMG LLP5+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $83,647 |
REFINITIV US LLC1 year Filed as: REFINITIV EIKON Service code 49 · EIN 20-4530702 | Other Services | $23,694 |
Filed as: CBIZ Service code 10 · EIN 20-1128317 | Accounting | $21,750 |
XEROX CORPORATION5+ years Service code 36 · EIN 16-0468020 | Direct payment from the plan; Other s... | $21,627 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -22.26% | 62.64%-84.9pp | -2.63%-19.6pp | 2.78%-25.0pp |
| Employer contribution / active EE | $0 | $9,627-100.0% | $29,813-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |