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| Provider | Service type | Compensation |
|---|---|---|
FRANCIS INVESTMENT COUNCIL2 years Filed as: FRANCIS LLC Service code 26 · EIN 39-1096303 19435 W. CAPITOL DRIVE, STE 201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $53,465 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $47,516 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $8,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,902 | $60,454+60.3% | $81,844+18.4% | $74,459+30.1% |
| Participation rate | 99.5% | 63.0%+36.6pp | 72.4%+27.1pp | 67.2%+32.3pp |
| Annual return | 13.82% | 16.87%-3.1pp | 778.87%-765.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $3,786 | $2,630+44.0% | $2,916+29.8% | $2,626+44.2% |
| Participant deferral / active EE | $7,549 | $3,398+122.2% | $4,323+74.6% | $4,350+73.6% |
| Admin fee / account holder | $387 | $1,490-74.0% | $7,355-94.7% | $1,945-80.1% |