Filed November 3, 2013 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HR SERVICES, LLC Service code 12 · EIN 20-2185976 | Direct payment from the plan; Plan Ad... | $6,671,628 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $1,701,077 |
Service code 15 1700 FEDERAL DRIVE, STE 100 · ALLEN PARK, MI 48101 | Recordkeeping | $1,635,244 |
UAW LOCAL 21792+ years Filed as: UAW RETIREMENT BOARD Service code 14 · EIN 38-1030822 | Plan Administrator | $996,597 |
FORD MOTOR COMPANY2+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $268,302 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $192,531 |
ACCESS MEDICALS2+ years Service code 99 PO BOX 510837 · LIVONIA, MI 48151 | Other Fees | $128,000 |
THE BARTECH GROUP2+ years Service code 13 17199 NORTH LAUREL PARK DRIVE · LIVONIA, MI 48152 | Contract Administrator | $22,580 |
MIDWEST HEALTH CENTER2+ years Service code 99 4700 SCHAEFER · DEARBORN, MI 48126 | Other Fees | $10,925 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $3,001 |
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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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 8.74% | 7.02%+1.7pp | 5.44%+3.3pp | 10.64%-1.9pp |
| Employer contribution / active EE | $0 | $9,548-100.0% | $25,481-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |