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 | $82,980-6.1% | $103,378-24.6% | $77,692+0.3% |
| Participation rate | 99.8% | 71.5%+28.3pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 32.76% | 19.11%+13.7pp | 24.91%+7.9pp | 31.25%+1.5pp |
| Employer contribution / active EE | $9,825 | $3,554+176.5% | $3,870+153.9% | $2,726+260.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $120 | $639-81.3% | $8,401-98.6% | $431-72.2% |