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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY BANK, N.A. Service code 26 · EIN 34-6824827 | Advisory (Participants) | $46,722 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 14.84% | 22.74%-7.9pp | 16.78%-1.9pp | 13.95%+0.9pp |
| Employer contribution / active EE | $7,360 | $16,157-54.4% | $26,328-72.0% | $16,598-55.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |