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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 · EIN 34-0797057 | Investment Management | $20,260 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $709,207 | $98,547+619.7% | $216,567+227.5% | $69,733+917.0% |
| Participation rate | 99.5% | 68.4%+31.2pp | 81.6%+17.9pp | 62.5%+37.1pp |
| Annual return | 5.66% | 14.25%-8.6pp | 12.94%-7.3pp | 15.22%-9.6pp |
| Employer contribution / active EE | $27,806 | $2,660+945.3% | $5,216+433.1% | $2,250+1135.7% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $69 | $4,094-98.3% | $21,981-99.7% | $3,102-97.8% |