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 LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $5,918,016 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 43-3521912 | Other Services | $2,091,381 |
CONDUENT HR CONSULTING, LLC5 years Service code 15 · EIN 13-3954297 | Recordkeeping | $1,654,230 |
FORD MOTOR COMPANY6+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $687,208 |
UAW LOCAL 21793 years Filed as: UAW RETIREMENT BOARD STAFF Service code 30 · EIN 38-0549190 | Employee (plan) | $500,881 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $192,007 |
Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $137,246 |
ACCESS MEDICALS6+ years Service code 13 PO BOX 510837 · LIVONIA, MA 48151 | Contract Administrator | $107,105 |
EXCELLERATEHRO LLP2 years Service code 12 · EIN 20-2185976 | Plan Administrator; Participant loan ... | $64,913 |
COMERICA BANK1 year Service code 49 · EIN 38-6574332 | Other Services | $7,500 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.63% | 13.80%+0.8pp | -2.84%+17.5pp | 13.80%+0.8pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $33,329-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $51-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |