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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $2,478,711 |
MACY'S INC.4 years Service code 14 · EIN 13-3324058 | Plan Administrator | $2,149,189 |
ACCESS2 years Filed as: ACCESS CORP Service code 15 · EIN 26-1167000 | Recordkeeping | $472,928 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $316,981 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 17 · EIN 04-3638035 | Pension Consulting | $79,750 |
Filed as: CLARK , SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $38,100 |
US POSTAL SERVICE5+ years Filed as: UNITED STATES POSTAL SERVICE Service code 38 · EIN 41-0760000 | Participant Communication | $28,284 |
PENSION BENEFIT INFORMATION5+ years Service code 38 · EIN 94-2856521 | Participant Communication | $23,114 |
ONETOUCHPOINT EAST CORP5+ years Service code 38 · EIN 31-0783274 | Participant Communication | $17,921 |
CLASSICAL MARKETING LLC4 years Filed as: CLASSICAL MARKETING, LLC Service code 38 · EIN 36-4291764 | Participant Communication | $13,523 |
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 | $894,319,009-100.0% | $445,290-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 20.49% | 24.48%-4.0pp | 11.97%+8.5pp | 24.48%-4.0pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $37,298-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $23-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,503-100.0% | $2,968,729-100.0% |