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 | $2,557,363 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $80,926 |
MIDAMERICAN ENERGY3+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $71,327 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $27,267 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $17,889 |
JACKSON LEWIS P.C.2 years Service code 49 · EIN 46-3862389 | Other Services | $11,687 |
Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $10,267 |
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 | $198,448 | $159,202+24.7% | $97,995+102.5% | $77,958+154.6% |
| Participation rate | 97.6% | 91.5%+6.1pp | 82.4%+15.2pp | 71.6%+25.9pp |
| Annual return | 14.96% | 28.47%-13.5pp | 23.94%-9.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $6,204 | $4,224+46.9% | $4,158+49.2% | $2,310+168.5% |
| Participant deferral / active EE | $7,965 | $7,461+6.7% | $5,097+56.3% | $3,537+125.2% |
| Admin fee / account holder | $92 | $83+10.7% | $5,943-98.5% | $97-6.0% |