Filed April 29, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MACY'S INC.1+ years Filed as: MACYS INC Service code 14 · EIN 13-3324058 | Plan Administrator | $2,420,892 |
Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $2,387,739 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,778,620 |
ADAMS ADDRESSING ASSOCIATES1+ years Filed as: ADAMS STREET PARTNERS Service code 51 · EIN 36-4395178 | Investment Mgmt Fees | $1,236,077 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $953,605 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY REAL ESTATE ADV INC Service code 51 · EIN 20-0109235 | Investment Mgmt Fees | $791,084 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $726,924 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 51 · EIN 39-1807188 | Investment Mgmt Fees | $657,774 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $644,458 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL ESTATE PARTNERS Service code 28 · EIN 20-8081274 | Investment Management | $489,362 |
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 | $47,522-100.0% | $154,906-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 21.1%-21.1pp | 9.2%-9.2pp |
| Annual return | -1.00% | -0.08%-0.9pp | -0.22%-0.8pp | -0.08%-0.9pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $35,165-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $80-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $4,675-100.0% | $275-100.0% |