Key Corporation
custodian43 known aliases resolved via the canonical alias map
Market position · 2024
Plans served50-6 YoYRank #364 of mapped providers
Assets under administration$17.7B0.0%Market share · rank #712
Fees received$4MMedian $27,457/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Key Corporation plan look like?
Service mix · median fees per plan
Count of plans where Key Corporation ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Custodial (securities); Direct payment from the planCode 19 | 15 | $47,582 | |
Trustee (bank, trust company, or similar financial institution); Contract Administrator; Custodial (securities); Other fees; Shareholder servicing fees; Float revenue; Direct payment from the planCode 13 | 12 | $23,905 | |
Trustee (bank, trust company, or similar financial institution); Contract Administrator; Float revenue; Accounting (including auditing); Custodial (securities); Other feesCode 10 | 8 | $16,686 | |
Investment management; Direct payment from the planCode 28 | 7 | $20,260 | |
Investment advisory (participants)Code 26 | 3 | $144,765 | |
Custodial (other than securities)Code 18 | 1 | $17,149 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $21,196 | |
Investment advisory (plan)Code 27 | 1 | $13,236 |
Competitor overlap
Percent of Key Corporation's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Key Corporation.
| Sponsor | From | Assets |
|---|---|---|
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | Wellington Trust Company | $1.1B |
PARK OHIO INDUSTRIES INCOH · 346520107-002 | Huntington National Bank | $159M |
LOCAL 73 RETIREMENT FUNDNY · 156016577-001 | Bonadio & Co. LLP | $71M |
ORTHOPEDIC ASSOCIATES OF SW OHIO INC.OH · 262292026-001 | KPB Institutional Advisors | $34M |
Plans lost in 2024
Appeared last year under Key Corporation; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | Welfare & Pension Admin Service Inc. | $1.1B |
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYOH · 316038516-001 | Bridgeway Benefit Technologies | $952M |
CONTITECH USA, INC.SC · 208832176-003 | Mercer | $99M |
CHILDREN'S HOSPITAL MEDICAL CENTER OF AKRONOH · 340714357-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $2M | 10y | 1 |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | $2.1B | 31,115 | $49,519 | 10y | - |
RPM INTERNATIONAL INC.OH · 020642224-010 | $847M | 10,347 | $144,765 | 10y | - |
BARNES & THORNBURG LLPIN · 350900596-002 | $754M | 1,916 | $0 | 4y | - |
ROCHESTER GENERAL HEALTH SYSTEMNY · 222551509-001 | $717M | 15,575 | $107,985 | 9y | - |
IBEW LOCAL NO. 236 PENSION PLANNY · 141490934-001 | $434M | 2,259 | $194,878 | 8y | - |
BOARD OF TRUSTEES NW OHIO CARP MW PD SUPPLEMENTALOH · 341697633-001 | $354M | 6,255 | $62,738 | 9y | - |
L/B WATER SERVICE, INC.PA · 753036438-002 | $224M | 317 | $20,260 | 8y | - |
PIPE FITTERS LOCAL UNION 120 PENS. FUNDOH · 346711591-001 | $222M | 2,009 | $132,336 | 10y | - |
LBCE HOLDINGS, INC.KY · 611099661-001 | $216M | 446 | $35,842 | 8y | - |
Flag exposure
94.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (43)
Raw Schedule C names collapsed into Key Corporation.
- DREMAN VALUE MANAGEMENT LLC
- DREMAN VALUE MANAGEMENT, LLC
- DRESDNER RCM
- DREW & ROGERS INC
- DREW E YERGER
- DREYER, ROBBINS & ASSOCIATES
- DREYFUS GOVERNMENT CASH MGMT FUND
- DREYFUS NATURAL RESOURCES
- DREYFUS TREASURY SECURITIES
- DRI CAPITAL INC.
- DRIEHAUS CAPITAL MGMT
- DRIEHAUS CAPITAL MGMT LLC
- DRIEHAUS CAPUTAL MANAGEMENT
- DRIEHAUS EMERGING MARKETS GROWTH FU
- KEY BANK
- KEY BANK NA
- KEY BANK NATIONAL ASSOCIATION
- KEY BANK NATL ASSOC (IAS TRUSTEE)
- KEY BANK TRUST
- KEY BANK, N.A.
- KEY CORP
- KEY CORPORATION
- KEY CORPORATION 34-6542451
- KEY PRIVATE BANK
- KEY TRUST
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Key Corporation's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 4 | 8.00% | 7.76% | +0.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 2.00% | 1.71% | +0.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.00% | 1.76% | +0.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Key Corporation. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Key Corporation's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| The Segal Company | 6 | 12.0% |
| WTW | 6 | 12.0% |
| Mercer | 5 | 10.0% |
| PIMCO | 5 | 10.0% |
| ASB Capital Management | 4 | 8.0% |
| Milliman | 4 | 8.0% |
| USI Consulting Group | 4 | 8.0% |
| AndCo Consulting | 3 | 6.0% |
| Boyd Watterson Asset Management LLC | 3 | 6.0% |
| Loomis Sayles | 3 | 6.0% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).