Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL Service code 28 · EIN 43-1273600 | Investment Management | $24,824 |
EXETER TRUST COMPANY1 year Service code 28 · EIN 02-0476209 | Investment Management | $8,606 |
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 | $347,522 | $101,591+242.1% | $147,096+136.3% | $74,429+366.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 6.54% | 8746.45%-8739.9pp | 419.75%-413.2pp | 1368.38%-1361.8pp |
| Employer contribution / active EE | $8,818 | $3,813+131.3% | $4,936+78.6% | $2,625+235.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $92 | $1,750-94.8% | $13,005-99.3% | $1,944-95.3% |