KEYBANK NATIONAL ASSOCIATION
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-10 YoYRank #658 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #3680
Fees received$942,904Median $21,442/planSum across Schedule C direct + indirect
Net wins YoY-70 won · 7 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 KEYBANK NATIONAL ASSOCIATION plan look like?
Service mix · median fees per plan
Count of plans where KEYBANK NATIONAL ASSOCIATION 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; Other fees; Contract AdministratorCode 13 | 6 | $24,877 | |
Investment management; Custodial (securities); Soft dollars commissionsCode 19 | 6 | $15,010 | |
Investment management; Accounting (including auditing); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Custodial (securities); Other fees; Investment management fees paid directly by plan; Float revenue; Contract AdministratorCode 10 | 5 | $28,960 | |
Custodial (other than securities)Code 18 | 1 | $17,149 | |
Investment managementCode 28 | 1 | $51,753 | |
Legal; Direct payment from the planCode 29 | 1 | $367,711 | |
Other servicesCode 49 | 1 | $15,537 |
Competitor overlap
Percent of KEYBANK NATIONAL ASSOCIATION'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 KEYBANK NATIONAL ASSOCIATION.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under KEYBANK NATIONAL ASSOCIATION; 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 |
BARNES & THORNBURG LLPIN · 350900596-002 | CAPFINANCIAL PARTNERS LLC | $658M |
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 |
|---|---|---|---|---|---|
TRUSTEES OF SHEET METAL WORKERS LOCAL 33 PENSION PLANOH · 346514741-001 | $200M | 1,341 | $70,964 | 10y | - |
BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 98 PENSION FUNDWV · 316171213-001 | $169M | 1,847 | $15,537 | 7y | - |
BOARD OF TRUSTEES OF BUILDING MATL DRIVERS LOCAL 436 PENSION FUNDPA · 346665225-001 | $111M | 1,287 | $47,582 | 4y | - |
LABORERS' LOCAL #157 PENSION FUNDNY · 146076460-001 | $104M | 1,178 | $17,149 | 10y | - |
B & I CONTRACTORS, INC.FL · 591107790-001 | $102M | 1,307 | $51,753 | 4y | - |
GOLDEN VALLEY ELECTRIC ASSOCIATION, INC.AK · 920014712-001 | $99M | 395 | $28,311 | 9y | - |
THE SCOTT FETZER COMPANYOH · 470691256-098 | $84M | 1,850 | $54,235 | 10y | - |
JOINT BOARD OF TRUSTEES OF GLAZIER NO. 181 & EMPLOYERSOH · 346529860-001 | $65M | 1,331 | $13,845 | 6y | - |
HARRELL'S, LLCFL · 261595082-001 | $62M | 559 | $0 | 2y | 1 |
THE MUSICAL ARTS ASSOCIATIONOH · 340714468-001 | $56M | 309 | $5,985 | 9y | - |
Flag exposure
95.2%Market: 89.2%
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 (9)
Raw Schedule C names collapsed into KEYBANK NATIONAL ASSOCIATION.
- KEYBANK
- KEYBANK EB FUNDS
- KEYBANK INSTITUTIONAL ASSET SERVICE
- KEYBANK N.A.
- KEYBANK NA
- KEYBANK NATIONAL ASSOCIATION
- KEYBANK REVENUE ADMINISTRATION
- KEYBANK TRUST
- KEYBANK, NA
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 KEYBANK NATIONAL ASSOCIATION'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 | 3 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 4.76% | 1.71% | +3.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 KEYBANK NATIONAL ASSOCIATION. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent