Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 86-1849232 | Contract Administrator | $1,119,004 |
GENERAL MILLS, INC.7+ years Service code 14 · EIN 41-0274440 | Plan Administrator | $459,105 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $428,757 |
AON CONSULTING7+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $281,591 |
KPMG LLP7+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $138,002 |
REFINITIV US LLC3 years Filed as: REFINITIV EIKON Service code 49 · EIN 20-4530702 | Other Services | $40,243 |
XEROX CORPORATION7+ years Service code 36 · EIN 16-0468020 | Other services; Direct payment from t... | $22,642 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $17,945 |
Filed as: CBIZ Service code 10 · EIN 20-1128317 | Accounting | $15,000 |
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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | -2.32% | 6.42%-8.7pp | 8.92%-11.2pp | 9.30%-11.6pp |
| Employer contribution / active EE | $0 | $10,547-100.0% | $24,457-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |