Filed May 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & CO INC. Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $25,675 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,287 | $80,705-32.7% | $115,768-53.1% | $67,986-20.2% |
| Participation rate | 92.6% | 63.0%+29.7pp | 74.4%+18.3pp | 57.2%+35.4pp |
| Annual return | 18.47% | 18.49%0pp | 100.46%-82.0pp | 31.67%-13.2pp |
| Employer contribution / active EE | $3,689 | $2,046+80.3% | $2,940+25.5% | $2,019+82.7% |
| Participant deferral / active EE | $4,396 | $3,559+23.5% | $4,917-10.6% | $3,358+30.9% |
| Admin fee / account holder | $207 | $4,135-95.0% | $12,439-98.3% | $3,203-93.5% |