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 |
|---|---|---|
Filed as: CONDUENT HR SERVICES, LLC Service code 12 · EIN 20-2185976 | Consulting (pension); Participant com... | $2,967,053 |
Service code 15 1700 FEDERAL DRIVE, STE 100 · ALLEN PARK, MI 48101 | Recordkeeping | $1,441,674 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $506,513 |
FORD MOTOR COMPANY2+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $388,501 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $219,273 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $151,200 |
COMERICA BANK2+ years Filed as: COMERICA Service code 49 · EIN 42-1741646 | Other Services | $3,150 |
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 |
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 8.48% | 7.02%+1.5pp | 5.44%+3.0pp | 10.64%-2.2pp |
| Employer contribution / active EE | $0 | $9,548-100.0% | $25,481-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $1,498 | $399+275.0% | $65+2208.3% | $347+331.1% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |