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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 · EIN 34-0797057 | Investment Management | $16,478 |
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 | $701,298 | $83,045+744.5% | $130,045+439.3% | $71,511+880.7% |
| Participation rate | 99.5% | 74.1%+25.4pp | 78.5%+21.0pp | 67.9%+31.6pp |
| Annual return | 31.55% | 20.61%+10.9pp | -137.30%+168.8pp | 28.86%+2.7pp |
| Employer contribution / active EE | $27,169 | $2,623+935.7% | $4,321+528.7% | $2,589+949.3% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $58 | $1,727-96.7% | $10,600-99.5% | $1,588-96.4% |