Filed January 16, 2015 (most recent of 4 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $218,924 |
MIDAMERICAN ENERGY10+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $109,526 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US Service code 16 · EIN 53-0181291 | Consulting | $50,296 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $46,568 |
JACKSON LEWIS P.C.9 years Service code 29 · EIN 46-3862389 | Legal | $21,653 |
AON CONSULTING10+ years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $21,508 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $10,894 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,613 | $99,313+148.3% | $103,065+139.3% | $99,313+148.3% |
| Participation rate | 89.6% | 71.7%+17.9pp | 80.6%+9.0pp | 71.7%+17.9pp |
| Annual return | 17.03% | 17.67%-0.6pp | 23.95%-6.9pp | 17.67%-0.6pp |
| Employer contribution / active EE | $9,207 | $3,264+182.1% | $4,675+96.9% | $3,264+182.1% |
| Participant deferral / active EE | $10,303 | $5,346+92.7% | $6,625+55.5% | $5,346+92.7% |
| Admin fee / account holder | $60 | $109-45.4% | $9,349-99.4% | $109-45.4% |