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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 · EIN 34-0797057 | Investment Management | $19,892 |
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 | $713,830 | $88,137+709.9% | $164,975+332.7% | $74,429+859.1% |
| Participation rate | 99.5% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 8.55% | 17.13%-8.6pp | 70.12%-61.6pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $28,677 | $2,597+1004.2% | $4,343+560.4% | $2,625+992.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $70 | $2,231-96.9% | $12,688-99.4% | $1,944-96.4% |