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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 93-1256895 ONE FINANICAL PLAZA · ST. LOUIS, MO 63102 | Advisory (Plan) | $8,534 |
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 | $38,581 | $88,122-56.2% | $141,191-72.7% | $67,579-42.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | -1.23% | 75.40%-76.6pp | 71.41%-72.6pp | 378.56%-379.8pp |
| Employer contribution / active EE | $2,458 | $3,224-23.8% | $4,736-48.1% | $2,148+14.5% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $17 | $131-86.7% | $10,264-99.8% | $142-87.7% |