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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 100 PUBLIC SERVICE SQUARE STE 600 · CLEVELAND, OH 44113 | Investment Management | $17,932 |
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 | $579,442 | $86,692+568.4% | $119,634+384.3% | $66,949+765.5% |
| Participation rate | 98.3% | 75.6%+22.7pp | 79.3%+19.1pp | 69.8%+28.5pp |
| Annual return | 22.31% | -8.00%+30.3pp | -14.98%+37.3pp | 1.57%+20.7pp |
| Employer contribution / active EE | $26,077 | $2,536+928.3% | $4,232+516.1% | $2,545+924.5% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $72 | $755-90.4% | $10,329-99.3% | $594-87.8% |