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 |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $3,310,586 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $1,791,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 50 · EIN 04-1867445 | Direct Payment | $539,625 |
FORD MOTOR COMPANY1+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $445,105 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $182,540 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $151,310 |
COMERICA BANK1+ years Filed as: COMERICA Service code 49 · EIN 42-1741646 | Other Services | $7,550 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2011 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $2 | — | $2K |
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2012 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $1 | — | $2K |
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2013 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $6 | — | $2K |
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2014 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $4 | — | $2K |
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2015 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $2 | — | $2K |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | -1.87% | -0.08%-1.8pp | -3.43%+1.6pp | -0.08%-1.8pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $25,607-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $1,446 | $325+344.5% | $77+1768.2% | $325+344.5% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |