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 | $127,121 |
KEYBANK NATIONAL ASSOCIATION5 years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 28 · EIN 34-0797057 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Investment Management | $73,546 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,008 | $106,351-7.8% | $105,223-6.9% | $103,975-5.7% |
| Participation rate | 99.7% | 80.0%+19.7pp | 75.0%+24.7pp | 72.5%+27.2pp |
| Annual return | 36.52% | 11.69%+24.8pp | 180.65%-144.1pp | 19.41%+17.1pp |
| Employer contribution / active EE | $8,411 | $5,336+57.6% | $3,689+128.0% | $3,722+126.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $134 | $316-57.5% | $8,859-98.5% | $332-59.6% |