Plan Snapshot
- Plan Sponsor: Keycorp
- Sponsor EIN: 346542451
- Sponsor Address: 127 PUBLIC SQUARE, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 17,385
- Total Assets: $4.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,385 | $4.1B | $101.2M | $146.5M |
| 2023 | 17,635 | $3.7B | $99.8M | $147.8M |
| 2022 | 19,118 | $3.3B | $84.1M | $138.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | INVESTMENT MGR | $1,289,727 | — | $1,289,727 |
| STRATEGIC ADVISORS INC. | ADVISOR | $1,247,971 | — | $1,247,971 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MGR | $989,259 | — | $989,259 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $627,851 | — | $627,851 |
| T ROWE PRICE | INVESTMENT MGR | $591,582 | — | $591,582 |
| PIMCO | INVESTMENT MGR | $387,125 | — | $387,125 |
| THE NORTHERN TRUST COMPANY | TRUSTEE | $194,044 | — | $194,044 |
| CALLAN LLC | CONSULTANT | $40,000 | — | $40,000 |
| MEADEN & MOORE LTD | AUDITOR | $36,360 | — | $36,360 |
| ALIGHT SOLUTIONS LLC | RECORDKEEPER | $23,760 | — | $23,760 |
| THOMPSON HINE LLP | ATTORNEY | $5,430 | — | $5,430 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JENNISON ASSOCIATES LLC — INVESTMENT MGR
- STRATEGIC ADVISORS INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MEADEN & MOORE LTD — AUDITOR
- ALIGHT SOLUTIONS LLC — RECORDKEEPER
- THOMPSON HINE LLP — ATTORNEY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,433,109
- Estimated Expense Ratio: 0.132% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,211,613 | $4,505,664 | — | $36,360 | — |
| 2023 | $6,357,687 | $3,906,533 | $6,000 | $30,480 | — |
| 2022 | $4,226,894 | $3,338,923 | — | — | $887,971 |