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 | $3,799,126 |
MIDAMERICAN ENERGY7+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $100,327 |
AON CONSULTING7+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $74,070 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $39,632 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,997 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $6,090 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,005 | $211,459+24.8% | $119,237+121.4% | $93,010+183.8% |
| Participation rate | 98.7% | 94.1%+4.6pp | 82.7%+16.0pp | 73.9%+24.8pp |
| Annual return | 16.69% | 39.10%-22.4pp | 30.70%-14.0pp | 158.70%-142.0pp |
| Employer contribution / active EE | $7,778 | $5,958+30.6% | $4,383+77.5% | $2,705+187.5% |
| Participant deferral / active EE | $9,973 | $9,654+3.3% | $6,112+63.2% | $4,561+118.7% |
| Admin fee / account holder | $81 | $124-34.6% | $7,229-98.9% | $152-46.6% |