2015 Best In Class – Francis Investment Counsel
| Location | Brookfield, Wisconsin |
| Asset Size | $1 million – $5 million |
| Number of Participants | <100 |
| Business | Financial Services |
| Participation Rate | 100% |
| Avg Deferral Rate | 10.00% |
| Number of Funds | 14 |
| Investment Review | Quarterly |
| Fee Review | Annually |
| Fee Equalization | Yes |
| Auto-Enrollment Rate | 5% |
| Auto-Escalation Rate | 1% |
| Re-Enrollment | No |
| Default Investment | Target-date (custom) |
| Ret Income Offering | None |
| Vesting Period | 3 years |
| Match Rate | 50% of first 10% of salary |
| % Receiving Full Match | >90% |
| True-Up Match | Yes |
| Financial Education | |
| Saving/budgeting | x |
| Investing strategies | x |
| College saving | x |
| Credit/debt mgmt | x |
| Tax/estate planning | x |
| Retiree health costs/savings options | x |
| Provider | Milliman Inc. |
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