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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 | $8,933 |
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 | $409,762 | $81,494+402.8% | $133,978+205.8% | $73,497+457.5% |
| Participation rate | 98.9% | 76.4%+22.5pp | 79.8%+19.1pp | 70.7%+28.2pp |
| Annual return | 3.04% | 19.40%-16.4pp | 45.10%-42.1pp | 28.51%-25.5pp |
| Employer contribution / active EE | $17,426 | $2,210+688.6% | $3,919+344.7% | $2,270+667.6% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36 | $713-95.0% | $8,930-99.6% | $513-93.0% |