Plan Fee Benchmarking

Our plan fee benchmarking analysis employs a customized approach to assess total fees paid to a client’s retirement plan investment manager(s) and plan service provider(s). PEI has been engaged in fee analysis projects for clients for many years, before fee transparency received industry and regulatory attention that it now rightfully receives. PEI will certify that plan fees are reasonable. PEI’s fiduciary processes can ensure that the duties set forth by ERISA and other governmental organizations are carried out, thus improving fiduciary protection.

Our difference is demonstrated in how we:

• Leverage years of experience benchmarking plan costs and negotiating plan fees

• Determine competitive pricing based on plan-specifics versus generic surveys and databases

• Review the allocation of these fees (revenue sharing, finder’s fees, service fees, transfer agent fees)