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 | $2,383,645 |
MACY'S INC.7 years Service code 14 · EIN 13-3324058 | Plan Administrator | $1,605,923 |
AON CONSULTING8+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $310,026 |
Filed as: CLARK , SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $43,000 |
RSVP DIRECT2 years Filed as: RSVP DIRECT, INC. Service code 38 · EIN 36-3964634 | Participant Communication | $25,201 |
CLASSICAL MARKETING LLC7 years Filed as: CLASSICAL MARKETING, LLC Service code 38 · EIN 36-4291764 | Participant Communication | $20,013 |
PENSION BENEFIT INFORMATION8+ years Service code 38 · EIN 94-2856521 | Participant Communication | $8,200 |
MICROFILMWORLD.COM, LLC1 year Service code 38 · EIN 47-2683702 | Participant Communication | $5,850 |
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 | $1,469,698-100.0% | $218,366-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | -16.69% | 7.68%-24.4pp | -9.12%-7.6pp | 7.68%-24.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $36,696-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $72-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $3,602-100.0% | $19,323-100.0% |