Retirement Plan Benchmarking Report

We would be delighted to provide you with a retirement plan benchmarking report. In this process, we compile all of the information regarding all of the various fees that are being charged to your current plan and participants and provide a comparison of these fees to national and local benchmarks.

Many employers are not aware of all of the fees that their plan is paying. This report illuminates all of the fees and gives a business owner good information about how these fees stack up against other plans.

Contact Michael Dunham to discuss the data that we need to perform a benchmarking report for your plan.