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.
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 2014 TRANSACTION OF $1,977.79 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $29.11 | — | $2K |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,141 | $111,064-88.2% | $67,652-80.6% | $69,651-81.1% |
| Participation rate | 99.7% | 86.0%+13.7pp | 75.7%+24.0pp | 66.6%+33.1pp |
| Annual return | -2.22% | 2.77%-5.0pp | 6625.40%-6627.6pp | 53.77%-56.0pp |
| Employer contribution / active EE | $3,141 | $3,328-5.6% | $2,266+38.7% | $2,241+40.2% |
| Participant deferral / active EE | $0 | $6,396-100.0% | $3,560-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |