Filed November 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8075599 12681 CREEKSIDE LANE · FORT MYERS, FL 33919 | Investment Management | $100,944 |
KEYBANK NATIONAL ASSOCIATION4 years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 28 · EIN 34-0797057 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Investment Management | $51,753 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,957 | $83,023-6.1% | $102,437-23.9% | $77,762+0.3% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 32.76% | 19.12%+13.6pp | 24.95%+7.8pp | 31.27%+1.5pp |
| Employer contribution / active EE | $9,825 | $3,552+176.6% | $3,871+153.8% | $2,728+260.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $120 | $639-81.3% | $8,388-98.6% | $433-72.4% |