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 | $3,028,860 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $71,644 |
MIDAMERICAN ENERGY4+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $71,215 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $34,509 |
JACKSON LEWIS P.C.3 years Service code 49 · EIN 46-3862389 | Other Services | $9,073 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,670 |
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 | $180,961 | $68,904+162.6% | $90,782+99.3% | $68,904+162.6% |
| Participation rate | 98.6% | 74.1%+24.4pp | 82.7%+15.9pp | 74.1%+24.4pp |
| Annual return | -3.84% | 1.07%-4.9pp | -3.42%-0.4pp | 1.07%-4.9pp |
| Employer contribution / active EE | $6,832 | $2,540+168.9% | $4,105+66.4% | $2,540+168.9% |
| Participant deferral / active EE | $8,508 | $4,015+111.9% | $5,366+58.5% | $4,015+111.9% |
| Admin fee / account holder | $80 | $71+12.2% | $5,908-98.6% | $71+12.2% |