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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL Service code 27 · EIN 43-1273600 | Advisory (Plan) | $27,511 |
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 | $289,228 | $82,163+252.0% | $125,381+130.7% | $64,819+346.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 24.49% | 3.49%+21.0pp | 572.31%-547.8pp | 32.84%-8.4pp |
| Employer contribution / active EE | $6,844 | $3,616+89.2% | $4,815+42.1% | $2,507+173.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $70 | $163-57.0% | $10,007-99.3% | $188-62.6% |