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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 93-1256895 ONE FINANICAL PLAZA · ST. LOUIS, MO 63102 | Advisory (Plan) | $10,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,459 | $84,493-59.2% | $125,381-72.5% | $66,938-48.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -5.21% | -8.49%+3.3pp | 572.31%-577.5pp | 1.58%-6.8pp |
| Employer contribution / active EE | $1,598 | $3,554-55.0% | $4,815-66.8% | $2,545-37.2% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $21 | $685-96.9% | $10,007-99.8% | $594-96.5% |