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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL, NICOLAUS, & COMPANY, INC. Service code 26 · EIN 43-0538770 | Advisory (Participants) | $1,779 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,141 | $44,425-70.4% | $67,834-80.6% | $55,167-76.2% |
| Participation rate | 89.5% | 59.7%+29.8pp | 68.8%+20.7pp | 69.0%+20.5pp |
| Annual return | 11.35% | 17.80%-6.5pp | 138.47%-127.1pp | 169.23%-157.9pp |
| Employer contribution / active EE | $645 | $1,351-52.3% | $2,403-73.2% | $1,963-67.1% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $15 | $530-97.2% | $4,622-99.7% | $504-97.1% |