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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 28 1530 CORNERSTONE BLVD. · DAYTONA BEACH, FL 32117 | Investment Management | $26,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,203 | $46,360+45.0% | $147,617-54.5% | $52,331+28.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.93% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.5pp |
| Employer contribution / active EE | $4,036 | $2,126+89.8% | $5,564-27.5% | $1,882+114.5% |
| Participant deferral / active EE | $4,087 | $2,258+81.1% | $4,895-16.5% | $3,022+35.3% |
| Admin fee / account holder | $132 | $766-82.7% | $11,612-98.9% | $592-77.6% |