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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NOCOLAUS & COMPANY Service code 28 · EIN 43-0538770 ONE FINANCIAL PLAZA · ST. LOUIS, MO 63102 | Investment Management | $16,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $5,914 | $78,419-92.5% | $133,959-95.6% | $73,412-91.9% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.9pp |
| Annual return | -1.62% | 33.35%-35.0pp | 45.09%-46.7pp | 59.30%-60.9pp |
| Employer contribution / active EE | $162 | $2,044-92.1% | $3,919-95.9% | $2,234-92.8% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $39 | $161-76.0% | $8,928-99.6% | $158-75.5% |