PlanFees Prism™ Benchmarker

The benchmarking process takes a retirement plan’s total plan cost and breaks it up into its component parts, shedding light on areas of concern. We breakdown the four main components of a retirement plan’s total fees; investment fees, recordkeeping fees, TPA/administrative fees and advisory/consulting fees. This includes:

• The assumed number of total, eligible, or participating employees in this proposal and the actual number;

• The annual recurring plan contributions and/or plan assets and actual plan contributions and/or plan assets;

• The underlying menu of investment options and/or the asset allocation used for pricing purposes and the actual investment options chosen by the plan sponsor;