Filed March 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $72,793 |
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $66,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,053 | $81,537+114.7% | $149,718+16.9% | $69,631+151.4% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.1%+12.0pp | 70.7%+28.4pp |
| Annual return | 20.20% | 22.79%-2.6pp | 1501.63%-1481.4pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $5,858 | $3,239+80.9% | $5,445+7.6% | $2,032+188.2% |
| Participant deferral / active EE | $6,315 | $4,994+26.5% | $6,569-3.9% | $3,224+95.9% |
| Admin fee / account holder | $90 | $107-15.9% | $11,283-99.2% | $110-18.6% |