Filed October 9, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $57,368 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $26,494 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,504 | $37,591+71.6% | $90,657-28.8% | $55,725+15.8% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.0%+24.7pp | 70.9%+27.9pp |
| Annual return | 8.40% | -3.20%+11.6pp | 1.89%+6.5pp | 244.93%-236.5pp |
| Employer contribution / active EE | $3,920 | $1,302+201.1% | $2,532+54.8% | $2,078+88.6% |
| Participant deferral / active EE | $2,769 | $2,643+4.7% | $3,424-19.2% | $3,356-17.5% |
| Admin fee / account holder | $87 | $100-13.2% | $4,994-98.3% | $115-24.6% |