Filed December 16, 2013 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS & COMPANY Service code 53 · EIN 43-0538770 | Insurance Commissions | $0 |
Filed as: THE PRUDENTIAL INS. COMPANY OF AMER Service code 72 · EIN 22-1211670 | Other investment fees and expenses; O... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,121 | $75,183+55.8% | $123,894-5.5% | $55,167+112.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.51% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $3,666 | $2,823+29.8% | $4,617-20.6% | $1,963+86.8% |
| Participant deferral / active EE | $8,909 | $5,084+75.2% | $5,984+48.9% | $3,054+191.7% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-99.9% |