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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOULAUS & COMPANY Service code 28 501 N. BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $15,025 |
Service code 50 · EIN 72-0684309 | Direct Payment | $3,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,313 | $99,957-43.7% | $149,696-62.4% | $73,488-23.4% |
| Participation rate | 67.6% | 75.7%-8.1pp | 82.5%-14.8pp | 70.7%-3.0pp |
| Annual return | 16.90% | 53.87%-37.0pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,021 | $3,191-68.0% | $4,644-78.0% | $2,270-55.0% |
| Participant deferral / active EE | $2,348 | $6,073-61.3% | $6,842-65.7% | $3,740-37.2% |
| Admin fee / account holder | $128 | $551-76.7% | $9,309-98.6% | $513-75.0% |