Each year, we gather fee data from the different providers our clients utilize as recordkeepers for their plan(s). We compile the information and produce a report outlining the fees paid for recordkeeping the plan and benchmark those fees against peer group ranges.
Our fee benchmarking webinar covers:
- The importance of fee benchmarking
- Notable key results from the 2023 data
- Understanding peer group range
- What to do if plan expenses are above the peer group range
- The benefits of a full vendor search
- Identifying other areas where recordkeepers could generate profits from your plan
