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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $3,301,425 |
AON CONSULTING8+ years Filed as: AON HEWITT INVESTMENT Service code 17 · EIN 36-3109431 | Pension Consulting | $75,334 |
MIDAMERICAN ENERGY8+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 528088020 | Accounting | $67,434 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $57,598 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
Filed as: WILLIS TOWERS WATSON US Service code 16 · EIN 53-0181291 | Consulting | $7,327 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,767 | $78,104+166.0% | $93,765+121.6% | $78,104+166.0% |
| Participation rate | 98.5% | 74.5%+24.0pp | 81.0%+17.5pp | 74.5%+24.0pp |
| Annual return | -16.13% | 10.90%-27.0pp | -11.32%-4.8pp | 10.90%-27.0pp |
| Employer contribution / active EE | $9,488 | $3,128+203.4% | $4,327+119.3% | $3,128+203.4% |
| Participant deferral / active EE | $10,372 | $5,089+103.8% | $6,099+70.1% | $5,089+103.8% |
| Admin fee / account holder | $49 | $79-37.7% | $7,184-99.3% | $79-37.7% |