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 | $2,383,097 |
MACY'S INC.8 years Service code 14 · EIN 13-3324058 | Plan Administrator | $1,595,632 |
AON CONSULTING9+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $692,164 |
Filed as: CLARK , SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $46,000 |
RSVP DIRECT3 years Filed as: RSVP DIRECT, INC. Service code 38 · EIN 36-3964634 | Participant Communication | $23,642 |
CLASSICAL MARKETING LLC8 years Filed as: CLASSICAL MARKETING, LLC Service code 38 · EIN 36-4291764 | Participant Communication | $19,619 |
PENSION BENEFIT INFORMATION9+ years Service code 38 · EIN 94-2856521 | Participant Communication | $13,269 |
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 | $131,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.8%-53.8pp | 0.0%0pp |
| Annual return | 7.10% | 13.18%-6.1pp | 9.67%-2.6pp | 13.18%-6.1pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $33,327-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $54-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $497-100.0% | - |