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 SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $5,856,824 |
BUCK GLOBAL, LLC2 years Service code 15 · EIN 13-3954297 | Recordkeeping | $1,991,903 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $1,093,460 |
FORD MOTOR COMPANY9+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $750,283 |
UAW LOCAL 21796 years Filed as: UAW RETIREMENT BOARD STAFF Service code 30 · EIN 38-0549190 | Employee (plan) | $368,671 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $198,772 |
ACCESS MEDICALS9+ years Service code 13 PO BOX 510837 · LIVONIA, MA 48151 | Contract Administrator | $56,742 |
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 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 7.21% | 13.18%-6.0pp | 7.69%-0.5pp | 13.18%-6.0pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,501-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $49-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |