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| Provider | Service type | Compensation |
|---|---|---|
FRANCIS INVESTMENT COUNCIL3 years Filed as: FRANCIS LLC Service code 26 · EIN 39-1096303 19435 W. CAPITOL DRIVE, STE 201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $49,805 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $38,649 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $6,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,539 | $47,105+145.3% | $68,368+69.0% | $67,986+69.9% |
| Participation rate | 96.8% | 51.8%+45.0pp | 73.8%+23.1pp | 57.2%+39.6pp |
| Annual return | 19.71% | 48.37%-28.7pp | 292.57%-272.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $2,196 | $1,859+18.1% | $2,649-17.1% | $2,019+8.8% |
| Participant deferral / active EE | $7,742 | $2,374+226.1% | $4,123+87.8% | $3,358+130.6% |
| Admin fee / account holder | $351 | $2,435-85.6% | $5,150-93.2% | $3,203-89.0% |