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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $3,986,775 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE MANAGEMENT Service code 51 · EIN 13-5581829 | Investment Mgmt Fees | $1,230,425 |
MACY'S CREDIT & CUSTOMER SERVICE1+ years Filed as: MACYS CREDIT & CUSTOMER SERVICES Service code 14 · EIN 31-1397510 | Plan Administrator | $755,825 |
Filed as: TRANSAMERICA PREMIER LIFE INSURANCE Service code 51 · EIN 52-0419790 | Investment Mgmt Fees | $463,365 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $283,360 |
PAYDEN & RYGEL1+ years Filed as: PAYDEN & RYGEL INVESTMENT MGMT Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $258,633 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $206,905 |
XEROX CORPORATION1+ years Filed as: ACS BUCK CONSULTANTS Service code 64 · EIN 13-3954297 | Recordkeeping Fees | $108,000 |
CLASSICAL MARKETING LLC1+ years Service code 38 · EIN 36-4291764 | Participant Communication | $88,835 |
KPMG LLP1+ years Filed as: KPMG PEAT MARWICK LLP Service code 10 · EIN 13-5565207 | Accounting | $80,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,624 | $38,315-46.2% | $80,004-74.2% | $69,651-70.4% |
| Participation rate | 94.4% | 43.0%+51.5pp | 73.0%+21.4pp | 66.6%+27.9pp |
| Annual return | -8.62% | -2.06%-6.6pp | 7.63%-16.3pp | 53.77%-62.4pp |
| Employer contribution / active EE | $791 | $783+1.1% | $2,473-68.0% | $2,241-64.7% |
| Participant deferral / active EE | $2,050 | $1,495+37.1% | $3,204-36.0% | $3,635-43.6% |
| Admin fee / account holder | $60 | $48+24.0% | $5,033-98.8% | $63-4.9% |