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 | $2,407,724 |
MACY'S INC.6 years Service code 14 · EIN 13-3324058 | Plan Administrator | $1,574,750 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $683,932 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 14 · EIN 34-0575300 | Plan Administrator | $41,209 |
Filed as: CLARK , SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $39,600 |
RSVP DIRECT1 year Filed as: RSVP DIRECT, INC. Service code 38 · EIN 36-3964634 | Participant Communication | $26,314 |
PENSION BENEFIT INFORMATION7+ years Service code 38 · EIN 94-2856521 | Participant Communication | $13,126 |
CLASSICAL MARKETING LLC6 years Filed as: CLASSICAL MARKETING, LLC Service code 38 · EIN 36-4291764 | Participant Communication | $11,988 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,667-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.4%-33.4pp | 0.0%0pp |
| Annual return | 1.32% | 13.51%-12.2pp | 7.88%-6.6pp | 13.51%-12.2pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $39,100-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $53-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $15,347-100.0% | - |