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 SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $6,043,053 |
BUCK GLOBAL, LLC1 year Service code 15 · EIN 13-3954297 | Recordkeeping | $1,806,884 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $1,533,985 |
FORD MOTOR COMPANY8+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $522,974 |
UAW LOCAL 21795 years Filed as: UAW RETIREMENT BOARD STAFF Service code 30 · EIN 38-0549190 | Employee (plan) | $400,418 |
BDO USA, LLP1 year Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $205,966 |
ACCESS MEDICALS8+ years Service code 13 PO BOX 510837 · LIVONIA, MA 48151 | Contract Administrator | $78,025 |
COMERICA BANK3 years Service code 49 · EIN 42-1741646 | Other Services | $6,000 |
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 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -19.36% | 7.68%-27.0pp | -5.12%-14.2pp | 7.68%-27.0pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $31,020-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |