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 | $2,340,578 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $77,629 |
MIDAMERICAN ENERGY2+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $71,000 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $34,704 |
JACKSON LEWIS P.C.1 year Service code 49 · EIN 46-3862389 | Other Services | $5,809 |
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 | $175,601 | $144,604+21.4% | $88,497+98.4% | $63,975+174.5% |
| Participation rate | 97.3% | 91.8%+5.4pp | 82.4%+14.9pp | 71.1%+26.1pp |
| Annual return | 7.55% | 9.63%-2.1pp | 7.63%-0.1pp | 48.65%-41.1pp |
| Employer contribution / active EE | $5,922 | $4,008+47.8% | $4,036+46.7% | $2,182+171.4% |
| Participant deferral / active EE | $7,557 | $7,027+7.5% | $4,899+54.2% | $3,356+125.1% |
| Admin fee / account holder | $115 | $78+46.3% | $6,220-98.2% | $70+62.9% |