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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 28 · EIN 43-1273600 | Investment Management | $29,017 |
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 | $312,910 | $104,479+199.5% | $159,474+96.2% | $79,391+294.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 26.31% | 67.98%-41.7pp | 263.68%-237.4pp | 116.88%-90.6pp |
| Employer contribution / active EE | $5,971 | $3,417+74.7% | $4,831+23.6% | $2,428+145.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $96 | $711-86.4% | $10,802-99.1% | $627-84.6% |