Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KEYBANK NATIONAL ASSOCIATION5 years Service code 13 · EIN 34-0797057 | Contract Administrator | $34,570 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA ASSET MANAGEMENT INC. Service code 28 · EIN 04-3063840 | Investment Management | $16,939 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 13.76% | 11.09%+2.7pp | 8.35%+5.4pp | 9.29%+4.5pp |
| Employer contribution / active EE | $36,458 | $20,972+73.8% | $27,010+35.0% | $15,168+140.4% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |