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 LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $4,971,464 |
BUCK GLOBAL, LLC1 year Filed as: BUCK HR CONSULTING Service code 15 · EIN 13-3954297 | Recordkeeping | $1,924,644 |
FORD MOTOR COMPANY7+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $1,095,314 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 43-3521912 | Other Services | $999,403 |
UAW LOCAL 21794 years Filed as: UAW RETIREMENT BOARD STAFF Service code 30 · EIN 38-0549190 | Employee (plan) | $616,817 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $222,292 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $201,573 |
ACCESS MEDICALS7+ years Service code 13 PO BOX 510837 · LIVONIA, MA 48151 | Contract Administrator | $105,100 |
HERRONPALMER3 years Filed as: HERRONPALMER LLC Service code 16 · EIN 46-5438594 | Consulting | $43,056 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 2.18% | 13.51%-11.3pp | 7.32%-5.1pp | 13.51%-11.3pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $23,426-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |