2015 Best In Class – Francis Investment Counsel

Location Brookfield, Wisconsin
Asset Size $1 million – $5 million
Number of Participants <100
Business Financial Services
Participation Rate100%
Avg Deferral Rate10.00%
Number of Funds14
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationYes
Auto-Enrollment Rate5%
Auto-Escalation Rate 1%
Re-EnrollmentNo
Default InvestmentTarget-date (custom)
Ret Income OfferingNone
Vesting Period3 years
Match Rate 50% of first 10% of salary
% Receiving Full Match>90%
True-Up MatchYes
  
Financial Education 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgmtx
Tax/estate planningx
Retiree health costs/savings optionsx
  
ProviderMilliman Inc.
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