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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 93-1256895 ONE FINANICAL PLAZA · ST. LOUIS, MO 63102 | Advisory (Plan) | $7,930 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,717 | $155,795-81.6% | $136,298-78.9% | $69,631-58.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 2.01% | 232464.33%-232462.3pp | 5156.27%-5154.3pp | 27571.02%-27569.0pp |
| Employer contribution / active EE | $2,744 | $2,991-8.3% | $4,696-41.6% | $2,032+35.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $18 | $128-85.9% | $9,244-99.8% | $110-83.6% |