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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $2,608,643 |
MACY'S INC.1 year Service code 14 · EIN 13-3324058 | Plan Administrator | $2,199,223 |
Filed as: J.P. MORGAN INVESTMENT MGMT. Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,370,500 |
ADAMS ADDRESSING ASSOCIATES2+ years Filed as: ADAMS STREET PARTNERS Service code 51 · EIN 36-4395178 | Investment Mgmt Fees | $1,165,046 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $976,636 |
Filed as: MORGAN STANLEY REAL ESTATE ADVISOR, Service code 51 · EIN 20-0109235 | Investment Mgmt Fees | $804,411 |
Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $731,853 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO. Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $658,362 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 51 · EIN 39-1807188 | Investment Mgmt Fees | $607,545 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $486,091 |
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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 | $40,289-100.0% | $522,493-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.0%-37.0pp | 4.2%-4.2pp |
| Annual return | 7.26% | 10.64%-3.4pp | 4.11%+3.1pp | 10.64%-3.4pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $35,308-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $25-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $8,766-100.0% | $312-100.0% |