Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,706 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $19,252 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $15,904 |
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 | $8,585 | $56,047-84.7% | $98,716-91.3% | $79,634-89.2% |
| Participation rate | 91.7% | 54.6%+37.1pp | 69.3%+22.4pp | 62.5%+29.2pp |
| Annual return | 22.76% | 17.58%+5.2pp | 31.81%-9.0pp | 36.46%-13.7pp |
| Employer contribution / active EE | $489 | $1,237-60.5% | $2,279-78.5% | $2,529-80.7% |
| Participant deferral / active EE | $2,779 | $2,469+12.6% | $4,048-31.3% | $3,835-27.5% |
| Admin fee / account holder | $64 | $1,512-95.8% | $8,703-99.3% | $1,002-93.6% |