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 | $104,435 |
GENERAL MILLS, INC.1 year Service code 65 · EIN 41-0274440 | Account Maintenance | $53,121 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $20,831 |
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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 6.24% | 4.01%+2.2pp | 18.87%-12.6pp | 11.88%-5.6pp |
| Employer contribution / active EE | $0 | $9,840-100.0% | $19,828-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |