Benchmarking is more about the data that’s below the surface.
FEE ANALYSIS REPORT
BENCHMARK REPORT
Fee Report — Great First Step!
We will collect and review:
All Service Provider Fee Agreements
Investment Expense Data
Annual Fee Disclosures
Summary Plan Description (SPD)
5500 Filing
$395
Benchmark Report — Ultimate Insight!
Plan Design Review
Employee Engagement Report
Communication & Education Report
Fee Analysis Report
Investment Expense Evaluation
Participant Fee Impact Report
Retirement Readiness Report
Fee Equity Report
Service Provider Scorecard
Governance Report
Deficiency Review & Recommendations
$2,750 (unaudited Plans)
Custom pricing for audited plans.