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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $99,269+148.4% | $103,447+138.4% | $99,269+148.4% |
| Participation rate | 89.6% | 71.7%+17.8pp | 80.5%+9.0pp | 71.7%+17.8pp |
| Annual return | 17.03% | 17.66%-0.6pp | 23.92%-6.9pp | 17.66%-0.6pp |
| Employer contribution / active EE | $9,207 | $3,265+182.0% | $4,678+96.8% | $3,265+182.0% |
| Participant deferral / active EE | $10,303 | $5,344+92.8% | $6,624+55.5% | $5,344+92.8% |
| Admin fee / account holder | $60 | $109-45.4% | $9,415-99.4% | $109-45.4% |