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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 100 PUBLIC SERVICE SQUARE SUITE 600 · CLEVELAND, OH 44113 | Investment Management | $8,365 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,045 | $86,341+372.6% | $125,192+225.9% | $65,185+526.0% |
| Participation rate | 98.9% | 75.3%+23.6pp | 79.8%+19.1pp | 70.2%+28.7pp |
| Annual return | 6.40% | 27.44%-21.0pp | 43.79%-37.4pp | 29.38%-23.0pp |
| Employer contribution / active EE | $16,781 | $2,040+722.8% | $3,866+334.1% | $2,177+670.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $71 | $609-88.3% | $9,704-99.3% | $847-91.6% |