TT Nathan Castaneda.pdf

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TT Kim McConnell  
THEKEY 2025 MONTHLY INCENTIVE STATEMENT  
 
      
      
Month  TT Nathan Castaneda      
Division  MAR      
Region  Canada      
Site  Toronto      
Incentive Plan  CSM/CGM      
General Manager (if 
applicable)  Timon Page      
Regional Director  Timothy Thomas      
      
Metric 1: Tier 1 Clients - Actual Performance measured vs Target    
      
Nov Target = October Actual + one Tier 1 Client      
Dec Target = October Actual + two Tier 1 Clients      
Future Month's Target will be Prior Month's Target +one Tier 1 Client     
      
Actual Performance  Opportunity - Total Keys Earned (including 1 Initial Key)     
Exceed Target  2    
Meet Target  1    
Do Not Meet Target  0    
      
Performance and Keys Earned Calculations      
October Baseline  Target  Actual  Variance vs Target  Earned Keys   
26 31 23 -8 0.0

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Metric 2: Billable Hours* - Actual Performance measured vs Target    
      
Nov Target = October Actual + 1%      
Dec Target = October Actual + 2%      
Future Month's Target will be Prior Month's Target +1%      
      
Actual Performance  Opportunity - Total Keys 
Earned (including 1 Initial Key)      
Exceed Target by 1%  2     
Within + / - 1% of Target  1     
Do Not Meet Target  0     
  
*Monthly Hours Targets are adjusted to normalize for monthly variation in weekends, holidays, and calendar days)   
Performance and Keys Earned Calculations      
October Baseline  Target  Actual  Variance vs Target  Earned Keys  
 
13,628  14,128  13,754  -2.65%  0.0

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Metric 3: Caregiver Margin % - Actual Performance measured vs Baseline    
      
 Caregiver Margin Baseline is…    
  >= 50%  49.5% -49.9%  < 49.5%  Opportunity - Total 
Keys Earned (including 
1 Initial Key)   
Actual Performance  Monthly Caregiver Margin is not 
less than 0.5% from baseline  Monthly Caregiver 
Margin is 50% or higher  Monthly Caregiver 
Margin is 50% or higher  2 
 
Monthly Caregiver Margin is 
0.5% -1.0% below baseline  Monthly Caregiver 
Margin is not more 
than 0.5% below 
baseline  Monthly Caregiver 
Margin is 49.5% -49.9%  1.5 
 
Monthly Caregiver Margin is 
more than 1% below baseline  Monthly Caregiver 
Margin is 0.5% -1.0% 
below baseline  Monthly Caregiver 
Margin is 49.0% -49.4%  1 
 
n/a Monthly Caregiver 
Margin is more than 
1% below baseline  Monthly Caregiver 
Margin is 48.5% -48.9%  0.5 
 
Monthly Caregiver Margin is 2% 
or more below baseline  n/a Monthly Caregiver 
Margin is 48.4% or 
lower  0 
 
      
Performance and Keys Earned Calculations      
Q3 Baseline  Actual  Variance vs Baseline  Earned Keys   
45.89%  49.19%  3.30%  1.0

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Metric 4: EBITDA % - Actual Performance measured vs Baseline    
      
 EBITDA Baseline is…    
  >= 30%  28.0% -29.9%  < 28.0%  Opportunity - Total 
Keys Earned (including 
1 Initial Key)   
Actual Performance  Monthly EBITDA Margin is not 
less than 1.0% from baseline  Monthly EBITDA Margin 
is 30% or higher  Monthly EBITDA Margin 
is 30% or higher  2 
 
Monthly EBITDA Margin is 1.0% -
2.0% below baseline  Monthly EBITDA Margin 
is not more than 1.0% 
below baseline  Monthly EBITDA Margin 
is 28.0% -29.9%  1.5 
 
Monthly EBITDA Margin is more 
than 2% below baseline  Monthly EBITDA Margin 
is 1.0% -1.9% below 
baseline  Monthly EBITDA Margin 
is 27.0% -27.9%  1 
 
n/a Monthly EBITDA Margin 
is more than 2% below 
baseline  Monthly EBITDA Margin 
is 25.0% -26.9%  0.5 
 
Monthly EBITDA Margin is 3% or 
more below baseline  n/a Monthly EBITDA Margin 
is 24.9% or lower  0 
 
      
Performance and Keys Earned Calculations      
Q3 Baseline  Actual  Variance vs Baseline  Earned Keys  
 
12.81%  21.15%  8.34%  0.0

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Metric 5: Five -Star Non -Employee Google Reviews - Actual Performance measured vs Target    
      
Nov Target = One 5 -Star 
Review       
Dec Target = Two 5 -Star 
Reviews       
Future Month's Target will be Prior Month's Target + one 5 -Star Review     
      
Actual Performance  Opportunity - Total Keys 
Earned (including 1 Initial Key)      
Exceed Target  2     
Meet Target  1     
Do Not Meet Target  0     
      
Performance and Keys Earned Calculations      
Target  Actual  Variance vs Target  Earned Keys   
5 6 1 2.0

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TOTAL KEYS EARNED AND TOTAL BONUS CALCULATION    
      
Tier 1 Clients  Billable Hours  Caregiver Margin %  EBITDA %  5-Star Non -Employee 
Google Reviews  TOTAL KEYS 
EARNED  
0 0 1 0 2 3 
      
 
 
 
 KEYS EARNED  0 - 0.5  1 - 1.5  2 - 2.5  3 - 3.5  4 - 4.5  5 - 5.5  6 - 6.5  7 - 7.5  8 - 8.5  9 - 9.5  10 
CSM, CGM  TOTAL BONUS 
EARNED  0 $138  $277  $416  $555  $1,389  $1,737  $2,084  $2,779  $3,474  $4,169  
             
% of Month 
Worked  TOTAL BONUS 
TO BE PAID 
(before pro -
rate)      TOTAL BONUS TO 
BE PAID       
25.81%  
 $300     $107.35