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Portfolio Evaluations, Inc. offers initial and ongoing evaluations of client retirement plans that provide a comprehensive view of asset allocation, investment structure, asset growth and fees in addition to performance analytics, risk characteristics, peer and benchmark comparisons and a determination of Plan compliance with investment guidelines. Initial evaluations are used to identify existing areas of concern such as performance issues, investment class redundancies or gaps, hurdles to accomplishing objectives and excessive fees. Ongoing monitoring serves as a way to deliver the basic, but crucial, information concerning a Plan to its fiduciaries and keep them abreast of the relevant issues.
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