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 | $192,094 |
MIDAMERICAN ENERGY9+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $83,574 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $36,113 |
JACKSON LEWIS P.C.8 years Service code 29 · EIN 46-3862389 | Legal | $29,494 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $24,159 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON US Service code 16 · EIN 53-0181291 | Consulting | $21,598 |
Filed as: VOYA FINANCIAL Service code 27 PO BOX 990065 · HARTFORD, CT 061019909 | Advisory (Plan) | $18,355 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,901 | $103,657+106.4% | $112,504+90.1% | $103,657+106.4% |
| Participation rate | 98.4% | 73.4%+25.1pp | 80.6%+17.9pp | 73.4%+25.1pp |
| Annual return | 31.63% | 33.13%-1.5pp | 34.13%-2.5pp | 33.13%-1.5pp |
| Employer contribution / active EE | $9,140 | $3,216+184.2% | $4,571+99.9% | $3,216+184.2% |
| Participant deferral / active EE | $10,195 | $5,218+95.4% | $6,522+56.3% | $5,218+95.4% |
| Admin fee / account holder | $51 | $114-55.4% | $7,048-99.3% | $114-55.4% |