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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 · EIN 34-0797057 | Investment Management | $20,260 |
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 | $709,207 | $95,904+639.5% | $173,730+308.2% | $64,340+1002.3% |
| Participation rate | 99.5% | 60.6%+38.9pp | 79.6%+20.0pp | 55.2%+44.3pp |
| Annual return | 5.66% | 17.47%-11.8pp | 19.96%-14.3pp | 24.14%-18.5pp |
| Employer contribution / active EE | $27,806 | $2,323+1097.2% | $4,577+507.5% | $1,862+1393.6% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $69 | $5,089-98.6% | $17,523-99.6% | $3,703-98.1% |