Fee Benchmarking and Vendor Services

Benchmarking plan provider services, investment opportunities and total plan fees can overwhelm even the most diligent plan sponsor. We shoulder the responsibility of a thorough market analysis, offering guidance and support throught the process.

Through the process, corporate officers meet their fiduciary duty to monitor plan fees and make important plan provider decisions, while ensuring the best possible plan at the most competitive cost for participants. For more information email mike@piercefinancialgroupinc.com

CORE COMPONENTS

  • Recordkeeping
  • Total Plan Costs
  • Technology Services

HIGHLIGHTS

  • Executive Summary
  • Side-­by-­side Comparison of Vendors
  • Total Cost Analysis
  • Investment Platform Ranking

VENDOR analysis art