Our proprietary process allows you to compare the cost and quality aspects of your current service provider against the capabilities of other bidding providers.  Comparisons are derived from live provider RFP responses that consider your plan’s complexity, parameters, investment lineup considerations and service requirements, rather than a simple database of fee averages.

We maintain a proprietary database that tracks over 400 data points covering recordkeeping, compliance, technology, communication and investment services. Our final benchmarking report provides side-by-side comparisons of provider costs and services to isolate differences in a variety of key areas including:

  • Total plan costs
  • Target recordkeeping revenue
  • Investment management fees and quality rankings
  • Service differentiators

Ready to get started?

For more information, please call us at (215) 787-8974 or fill out our contact form.