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Fee Benchmarking

Do you know what a reasonable fee is for your retirement plan recordkeeper or investment manager?

When was the last time you analyzed your Retirement Plan’s fees? We provide you with custom benchmarking reports that compare your retirement plan’s expenses to those of similar industries and size. These reports compare recordkeeper fees, investment manager fees, investment advisor fees along with several other criteria, providing you with the data necessary to assess how your fees, and services for those fees, compare to others similar to your organization.

Are your fees too high? We can help you negotiate with your vendor to implement the same company philosophy and common goal of helping participants succeed in retirement.

Would you like more information on our Fee & Expense Benchmarking services? Contact Us