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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 93-1256895 ONE FINANICAL PLAZA · ST. LOUIS, MO 63102 | Advisory (Plan) | $8,750 |
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 | $40,201 | $100,801-60.1% | $149,730-73.2% | $73,412-45.2% |
| Participation rate | 90.5% | 77.7%+12.8pp | 82.5%+8.0pp | 72.2%+18.3pp |
| Annual return | -2.21% | 265.34%-267.5pp | 276.70%-278.9pp | 59.30%-61.5pp |
| Employer contribution / active EE | $3,382 | $3,312+2.1% | $4,645-27.2% | $2,234+51.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $18 | $181-89.9% | $9,310-99.8% | $158-88.4% |