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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $4,655,196 |
CONDUENT HR CONSULTING, LLC4 years Service code 15 · EIN 13-3954297 | Recordkeeping | $2,392,730 |
EXCELLERATEHRO LLP1 year Service code 12 · EIN 20-2185976 | Plan Administrator; Claims processing... | $2,249,222 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 43-3521912 | Other Services | $1,352,659 |
FORD MOTOR COMPANY5+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $615,690 |
UAW LOCAL 21792 years Filed as: UAW RETIREMENT BOARD STAFF Service code 30 · EIN 38-0549190 | Employee (plan) | $458,412 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $181,118 |
ACCESS MEDICALS5+ years Service code 13 PO BOX 510837 · LIVONIA, MA 48151 | Contract Administrator | $98,339 |
HERRONPALMER1 year Filed as: HERRONPALMER LLC Service code 16 · EIN 46-5438594 | Consulting | $12,101 |
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 | $894,319,009-100.0% | $133,543,011-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 18.75% | 24.48%-5.7pp | 29.77%-11.0pp | 24.48%-5.7pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $33,607-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $96-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $835,310-100.0% | $2,968,729-100.0% |