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.
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC4 years Service code 15 · EIN 13-3954297 | Recordkeeping | $2,420,210 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $2,346,788 |
EXCELLERATEHRO LLP1 year Service code 12 · EIN 20-2185976 | Participant loan processing; Recordke... | $1,129,079 |
FORD MOTOR COMPANY5+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $490,859 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $163,164 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $154,150 |
HERRONPALMER1 year Filed as: HERRONPALMER LLC Service code 16 · EIN 46-5438594 | Consulting | $11,282 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $8,327 |
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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 | $894,319,009-100.0% | $133,543,011-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.39% | 24.48%-4.1pp | 29.77%-9.4pp | 24.48%-4.1pp |
| Employer contribution / active EE | $13,101 | $9,418+39.1% | $33,607-61.0% | $9,418+39.1% |
| Participant deferral / active EE | $1,651 | $501+229.4% | $96+1617.1% | $501+229.4% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $835,310-100.0% | $2,968,729-100.0% |