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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $2,006,540 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $94,394 |
MIDAMERICAN ENERGY1+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $76,541 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $62,398 |
NYEMASTER GOOD P.C.1+ years Filed as: NYEMASTER GOODE Service code 10 · EIN 42-1154516 | Accounting | $9,308 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,356 | $67,505+145.0% | $81,367+103.2% | $67,505+145.0% |
| Participation rate | 97.5% | 71.2%+26.3pp | 82.3%+15.2pp | 71.2%+26.3pp |
| Annual return | -1.55% | 6.52%-8.1pp | -0.92%-0.6pp | 6.52%-8.1pp |
| Employer contribution / active EE | $5,706 | $2,173+162.6% | $3,930+45.2% | $2,173+162.6% |
| Participant deferral / active EE | $7,413 | $3,597+106.1% | $5,383+37.7% | $3,597+106.1% |
| Admin fee / account holder | $49 | $56-12.4% | $8,926-99.4% | $56-12.4% |