Provider Comparison

The Provider Comparison Report is a concise, easy to understand report that compares both fees and investment performance for up to 5 separate plan lineups. Extremely effective in presenting a comparison of an incumbent (existing) plan lineup and a proposed lineup, especially in a marketing opportunity.

Lineup Mapping

  • Lineup mapping for demonstrating proposed movement of assets
  • Designed to be presented and quickly understood by Plan Sponsors
  • Supports fee types that are asset based and non asset based (flat dollar, per participant)
  • Automatically calculates expenses
  • Supports varying fee types across the different lineups, both asset based and non-asset based
  • Performance report that compares all lineups by asset category