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 | $3,038,175 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $85,842 |
MIDAMERICAN ENERGY5+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $78,427 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $35,498 |
WITHUMSMITH+BROWN, PC1 year Filed as: DAVIS, BROWN, SHORS & ROBERTS PC Service code 49 · EIN 42-1343884 | Other Services | $21,654 |
JACKSON LEWIS P.C.4 years Service code 49 · EIN 46-3862389 | Other Services | $13,210 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,880 |
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 | $209,462 | $82,204+154.8% | $105,387+98.8% | $82,204+154.8% |
| Participation rate | 98.0% | 73.4%+24.6pp | 82.6%+15.4pp | 73.4%+24.6pp |
| Annual return | 20.16% | 26.31%-6.1pp | 26.82%-6.7pp | 26.31%-6.1pp |
| Employer contribution / active EE | $6,982 | $2,707+157.9% | $4,213+65.7% | $2,707+157.9% |
| Participant deferral / active EE | $8,898 | $4,246+109.6% | $5,502+61.7% | $4,246+109.6% |
| Admin fee / account holder | $78 | $76+3.4% | $6,559-98.8% | $76+3.4% |