Total fee transparency enables the plan sponsor to enhance plan services, negotiate more competitive and reasonable fees. We benchmark your plan expenses against a universe of similar plans and identify areas for improvement. We assist plan sponsors in negotiating service provider fees.

Fee transparency benefits plan sponsors by comparing their plan fees to the industry averages and similar plans. We identify total fund fees, expense ratios, wrap fees, 12b-1, and revenue sharing arrangements and the services covered for those fees.

We provide a summary of all asset-based fees and fixed fees, both direct and indirect expenses. We identify all of the providers paid by the plan fees for their services and additional funds available to the plan for additional services. Our fee analysis is summarized in a matrix which highlights the underlying costs of the plan.