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 | $102,296 |
KEYBANK NATIONAL ASSOCIATION3 years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 28 · EIN 34-0797057 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Investment Management | $38,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,364 | $93,010-23.3% | $96,515-26.1% | $74,460-4.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 13.85% | 37.50%-23.7pp | 35.73%-21.9pp | 34.38%-20.5pp |
| Employer contribution / active EE | $9,677 | $3,427+182.4% | $3,740+158.8% | $2,638+266.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $140 | $633-77.8% | $6,735-97.9% | $348-59.6% |