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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY BANK Service code 19 · EIN 34-1974250 127 PUBLIC SQUARE · CLEVELAND, OH 44115 | Securities Custodian | $62,702 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 35-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600693258 | Actuarial | $26,442 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -2.47% | -1.80%-0.7pp | -2.00%-0.5pp | -7.14%+4.7pp |
| Employer contribution / active EE | $5,621 | $14,777-62.0% | $34,470-83.7% | $14,613-61.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |