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 | $3,251,489 |
MIDAMERICAN ENERGY6+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $88,423 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $73,666 |
JACKSON LEWIS P.C.5 years Service code 49 · EIN 46-3862389 | Other Services | $17,995 |
WITHUMSMITH+BROWN, PC2 years Filed as: DAVIS, BROWN, SHORS & ROBERTS PC Service code 49 · EIN 42-1343884 | Other Services | $6,798 |
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 | $239,611 | $187,277+27.9% | $112,977+112.1% | $90,274+165.4% |
| Participation rate | 98.8% | 91.6%+7.2pp | 82.6%+16.3pp | 73.4%+25.5pp |
| Annual return | 15.10% | 26.33%-11.2pp | 24.24%-9.1pp | 53.97%-38.9pp |
| Employer contribution / active EE | $7,552 | $5,263+43.5% | $4,255+77.5% | $2,523+199.3% |
| Participant deferral / active EE | $9,591 | $8,833+8.6% | $5,836+64.4% | $4,231+126.7% |
| Admin fee / account holder | $71 | $102-29.7% | $6,294-98.9% | $114-37.4% |