Filed August 5, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $765,354 |
BKD, LLP1 year Filed as: BKD LLP Service code 15 · EIN 44-0160260 | Recordkeeping | $27,040 |
DAVID ROMANO1 year Filed as: DAVID SLINEY Service code 56 STIFEL FINANCIAL CORP. · NORTH BROADWAY, MO 63102 | Non-monetary compensation | $0 |
Filed as: JIM ZEMLYAK Service code 56 STIFEL FINANCIAL CORP. · NORTH BROADWAY, MO 63102 | Non-monetary compensation | $0 |
KIMBERLY C WALKER PC1 year Filed as: KIMBERLY PERRY Service code 56 STIFEL FINANCIAL CORP. · NORTH BROADWAY, MO 63102 | Non-monetary compensation | $0 |
KRISTEN N. SHEASLEY1 year Filed as: KRISTEN JOHNSON Service code 56 STIFEL FINANCIAL CORP. · NORTH BROADWAY, MO 63102 | Non-monetary compensation | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
THOMAS BEAL1 year Filed as: THOMAS MURPHY Service code 56 STIFEL FINANCIAL CORP. · NORTH BROADWAY, MO 63102 | Non-monetary compensation | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,464 | $122,602+46.4% | $177,839+0.9% | $93,223+92.5% |
| Participation rate | 98.2% | 91.3%+6.9pp | 87.7%+10.5pp | 74.9%+23.3pp |
| Annual return | 19.97% | 22.53%-2.6pp | 48.33%-28.4pp | 19.29%+0.7pp |
| Employer contribution / active EE | $1,629 | $4,338-62.5% | $5,919-72.5% | $2,680-39.2% |
| Participant deferral / active EE | $12,783 | $7,134+79.2% | $7,714+65.7% | $4,563+180.1% |
| Admin fee / account holder | $87 | $62+40.8% | $12,432-99.3% | $79+9.6% |