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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY PRIVATE BANK Service code 51 · EIN 34-0797057 | Investment Mgmt Fees | $43,013 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,221 | $75,183+173.0% | $123,894+65.6% | $55,167+272.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 3.14% | 19.01%-15.9pp | 47.52%-44.4pp | 169.23%-166.1pp |
| Employer contribution / active EE | $37,334 | $2,823+1222.3% | $4,617+708.7% | $1,963+1802.3% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $190 | $663-71.3% | $8,357-97.7% | $504-62.3% |