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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 | $91,760+672.9% | $156,181+354.1% | $67,986+943.2% |
| Participation rate | 99.5% | 65.0%+34.5pp | 78.8%+20.7pp | 57.2%+42.3pp |
| Annual return | 5.66% | 18.14%-12.5pp | 64.87%-59.2pp | 31.67%-26.0pp |
| Employer contribution / active EE | $27,806 | $2,419+1049.3% | $4,294+547.6% | $2,019+1277.4% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $69 | $3,949-98.3% | $14,586-99.5% | $3,203-97.9% |