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Vendor Analysis and Benchmarking™
- Fee Benchmarkings and full Vendor Searches
- Meets fiduciary obligation to ensure competitiveness within the marketplace
- Improves decision-making for choosing a new plan provider
- Proprietary database of 50+ Tier 1 Providers
- Thorough, Streamlined Process – from data gathering to spreadsheeting to final analysis
Sample Provider Search Timeline
(6-8 weeks)
- Comprehensive Report includes 400+ Data Points balancing services, investments and fees
- Side by Side comparison for a thorough perspective
- Employs Quantitative and Qualitative metrics
- Complete Total Cost Analysis, Including Revenue Sharing
- Integrated Investment Platform Rankings for Clearer Analysis
