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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL NOCOLAUS & COMPANY Service code 28 · EIN 43-0538770 1 FINANCIAL PLAZA · ST. LOUIS, MO 63102 | Investment Management | $9,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,780 | $89,465-89.1% | $165,071-94.1% | $77,736-87.4% |
| Participation rate | 98.1% | 78.6%+19.4pp | 78.6%+19.4pp | 70.6%+27.5pp |
| Annual return | 24.62% | 28.86%-4.2pp | 70.17%-45.6pp | 31.26%-6.6pp |
| Employer contribution / active EE | $232 | $2,565-91.0% | $4,347-94.7% | $2,728-91.5% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $36 | $340-89.5% | $12,695-99.7% | $433-91.8% |