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 | $2,405,817 |
MACY'S INC.5 years Service code 14 · EIN 13-3324058 | Plan Administrator | $1,701,755 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $309,430 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS TRUST COMPANY NA Service code 17 · EIN 13-3575636 | Pension Consulting | $59,813 |
Filed as: CLARK , SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $39,600 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 14 · EIN 34-0575300 | Plan Administrator | $17,349 |
ONETOUCHPOINT EAST CORP6+ years Service code 38 · EIN 31-0783274 | Participant Communication | $12,180 |
CLASSICAL MARKETING LLC5 years Filed as: CLASSICAL MARKETING, LLC Service code 38 · EIN 36-4291764 | Participant Communication | $10,908 |
PENSION BENEFIT INFORMATION6+ years Service code 38 · EIN 94-2856521 | Participant Communication | $5,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $146,045-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 17.34% | 13.80%+3.5pp | 9.81%+7.5pp | 13.80%+3.5pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $39,797-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $130-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |