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.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 12 · EIN 20-2185976 | Participant loan processing; Plan Adm... | $6,782,186 |
CONDUENT HR CONSULTING, LLC2 years Service code 15 1700 FEDERAL DRIVE, STE 100 · ALLEN PARK, MI 48101 | Recordkeeping | $1,347,096 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $1,123,848 |
UAW LOCAL 21793+ years Filed as: UAW RETIREMENT BOARD Service code 14 · EIN 38-1030822 | Plan Administrator | $652,425 |
FORD MOTOR COMPANY3+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $535,048 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $205,109 |
ACCESS MEDICALS3+ years Service code 99 PO BOX 510837 · LIVONIA, MI 48151 | Other Fees | $102,700 |
ACRO SERVICE CORPORATION1 year Filed as: ACRO INCORPORATED Service code 13 · EIN 38-2413629 | Contract Administrator | $43,013 |
MOLINA1 year Service code 99 · EIN 81-2333774 | Other Fees | $11,595 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $9,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2017 INADVERTENT LOAN OF APPROXIMATELY $2,931, WITH AN AMOUNT INVOLVED OF $3 | — | $3K |
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2017 INADVERTENT LOAN OF APPROXIMATELY $4,381, WITH AN AMOUNT INVOLVED OF $48 | — | $4K |
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 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 12.73% | 9.42%+3.3pp | 16.78%-4.0pp | 1057.21%-1044.5pp |
| Employer contribution / active EE | $0 | $34,966-100.0% | $26,328-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $384-100.0% | $97-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |