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 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