Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FRANCIS INVESTMENT COUNCIL2 years Filed as: FRANCIS LLC Service code 27 · EIN 90-0142264 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Advisory (Plan) | $75,294 |
COLEMAN & WILLIAMS, LTD.5 years Filed as: COLEMAN & WILLIAMS LTD Service code 49 · EIN 39-1658905 7127 N GREEN BAY AVE · MILWAUKEE, WI 532092835 | Other Services | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,941 | $113,568+91.9% | $67,560+222.6% | $200,096+8.9% |
| Participation rate | 65.4% | 73.3%-7.9pp | 72.9%-7.5pp | 72.0%-6.6pp |
| Annual return | 11.99% | 15.88%-3.9pp | 3533.50%-3521.5pp | 34.26%-22.3pp |
| Employer contribution / active EE | $3,957 | $3,409+16.1% | $2,737+44.6% | $3,038+30.3% |
| Participant deferral / active EE | $4,971 | $4,163+19.4% | $4,004+24.2% | $5,090-2.3% |
| Admin fee / account holder | $74 | $102-27.7% | $3,994-98.1% | $269-72.5% |