Stifel Financial Corp.
50
Plan:
Stifel Financial Corp. Stock Ownership Plan and Trust
40
81
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (50) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
15 additional years of work Up to $188,800 in lost retirement savings.The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.
Retirement Plan Description
Stifel Financial Corp. Stock Ownership Plan and Trust is a defined contribution plan with a leveraged ESOP component. This plan has a BrightScope Rating of 50. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Stifel Financial Corp. Stock Ownership Plan and Trust currently has over 3,400 active participants and over $36.4M in plan assets.
Retirement Plan Details
| Address |
One Financial Plaza
501 North Broadway St. Louis, MO 63102 |
| Industry | Investment Banking and Securities Dealing |
| Administrator | Kristen Fishero |
| Sponsor | Bernard N. Burkemper |
| Net Plan Assets | $36,400,000 |
| Total Participants | 3,500 |
| Avg Account Balance | $10,000 |
Compare Other Companies in Peer Group
| Macquarie Holdings USA | 75.8 |
| Scottrade | 73.5 |
| LPL Financial LLC | 71.8 |
| Bayview Asset Management, LLC | 68.9 |
| Universal American | 67.9 |
| Guaranty Bank, F.S.B. | 58.8 |
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