Pricing
It may be possible to deduct the cost of benchmarking from plan assets if the plan document permits the deduction of such expenses, the expense is considered necessary for the operation of the plan and the expense is reasonable. ERISA also includes a provision that will enable you to seek reimbursement from the plan if you pay the expense. However, before deducting any expense from plan assets you should seek the opinion of ERISA counsel.
| $75 | $300 |
| Cost to conduct a single plan analysis | 5 Pack |
| Per Report | Includes all services for a single plan, PLUS |
| Benchmark plan level fees | 20% Discount |
| Benchmark up to 6 service expenses (Advisory, Investment Management, Recordkeeping/Administration, Custody/Trust, Communication/Education and Actuarial) |
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| Compare costs to plans of similar asset size | |
| Fee applies to each benchmark report processed | |
| Access the Advisor Community |