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 & SMITH Service code 64 · EIN 91-0781053 | Recordkeeping Fees | $2,044,013 |
MACY'S INC.1 year Filed as: MACY'S, INC. Service code 14 · EIN 13-3324058 | Plan Administrator | $1,581,047 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $825,744 |
CLASSICAL MARKETING LLC9 years Filed as: CLASSICAL MARKETING, LLC Service code 38 · EIN 36-4291764 | Participant Communication | $22,870 |
RSVP DIRECT1 year Filed as: RSVP Service code 38 · EIN 36-3964634 | Participant Communication | $20,522 |
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 | $319,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.2%-41.2pp | 0.0%0pp |
| Annual return | 1.89% | 8.85%-7.0pp | 7.24%-5.3pp | 8.85%-7.0pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $33,207-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $48-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $196-100.0% | - |