Fee Analysis & Benchmarking

The Fee Analysis & Benchmarking Report is designed to perform an analysis and benchmarking of a Plan's current investment lineup and plan fees.

Fee Summary

  • Developed with 408(b)(2) and fee transparency in mind
  • Designed in format to present to Plan Sponsor
  • Demonstrates commitment to fair and competitive fees
  • Reviews fee structures and how plans compare to peers
  • Professional and presentation-ready reports
  • Custom Fee Type Definition per Plan
  • Contains Peer Benchmark Comparisons for Total Plan Fees
  • Pulls 12b1 fees from investment database