Vendor & Fee Benchmarking
Are you overpaying for your 401(k) plan? We provide a clear, independent check on your 401(k) costs.
Our vendor and fee benchmarking process ensures your plan is cost-effective, transparent, and delivering value.
What We Review
Recordkeeping Fees
We audit every administrative expense to confirm your provider pricing is in line with current industry norms.
Investment Expenses
Our team reviews fund-level costs to optimize the net performance and growth for every employee in your plan.
Advisory Fees
Verification of advisor compensation guarantees you get premium financial oversight for your total investment.
Revenue Sharing Arrangements
We expose complex revenue-sharing models to provide total clarity on how your service providers get compensated.
Service & Technology Experience
We measure the caliber of dedicated support and the capability of digital tools to ensure seamless plan operations.
Overall Plan Value
We integrate these metrics to ensure your 401(k) remains lean, competitive, and tailored to your specific goals.