Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
KEY TRUST CO OF OHIO NA8+ years Service code 10 · EIN 34-6798132 | Accounting | $8,505 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $779,308-100.0% | $748,470-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.4%-44.4pp |
| Annual return | -16.28% | -0.99%-15.3pp | 0.46%-16.7pp | -14.65%-1.6pp |
| Employer contribution / active EE | $12,234 | $40,624-69.9% | $35,480-65.5% | $46,321-73.6% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |