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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 12 · EIN 20-2185976 | Participant loan processing; Consulti... | $102,285 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $40,827 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $6,261 |
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 2017 INADVERTENT LOAN OF APPROXIMATELY $18, WITH AN AMOUNT INVOLVED OF $0 | — | $18 |
| Part 3 Non-exempt transaction | FORD MOTOR COMPANY | PLAN SPONSOR 2017 INADVERTENT LOAN OF APPROXIMATELY $154, WITH AN AMOUNT INVOLVED OF $2 | — | $154 |
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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 11.96% | 15.82%-3.9pp | 16.78%-4.8pp | 17.84%-5.9pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |