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The Department of Labor regulations under ERISA, and the new 408(b)(2), require that plan sponsors obtain full fee disclosures for their plans and that all such fees be “reasonable” for the services provided. Plan benchmarking helps plan fiduciaries meet their fiduciary obligations under ERISA.

By benchmarking your plan against other peer plans, plan sponsors can enhance plan design, ensure fiduciary prudence, mitigate plan risks, identify reasonable fees and improve participant services.

Benchmarking reports provide fiduciary documentation of an impartial, well-documented prudent process that can lower the possibility of potential litigation or reduce fiduciary liability insurance costs. Fee transparency enables plan sponsors to re-negotiate provider fees and determine “reasonableness.”
Benefits of a Plan Benchmarking Study

• Establishes a record for audit and helps fulfill a firm’s fiduciary responsibility
• Provides validation of due diligence process to meet new regulation
• Promotes competitive pricing from new or existing plan providers
We benchmark your plan against similar peer plans that are comparable by industry, plan size, complexity, participation, employer contributions and investment offerings. Our reports are effective tools for plan management, oversight and support plan design decisions based on a standard of best practices.
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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® Bridgebay is a registered service mark of Bridgebay Financial, Inc.
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