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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL Service code 28 · EIN 43-1273600 | Investment Management | $39,341 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $294,944 | $95,417+209.1% | $135,974+116.9% | $74,460+296.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 6.19% | 32.76%-26.6pp | 68.30%-62.1pp | 34.38%-28.2pp |
| Employer contribution / active EE | $5,083 | $3,878+31.1% | $4,859+4.6% | $2,638+92.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $96 | $266-63.8% | $10,767-99.1% | $348-72.3% |