Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
KEY TRUST CO OF OHIO NA9+ years Service code 10 · EIN 34-6798132 | Accounting | $7,919 |
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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 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | 10.45% | 9.19%+1.3pp | 9.36%+1.1pp | 24.44%-14.0pp |
| Employer contribution / active EE | $21,242 | $35,866-40.8% | $31,270-32.1% | $41,348-48.6% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |