Fiduciary Benchmarking • Plan Fee Analysis • Vendor Oversight

Independent benchmarking for 401(k) plan oversight.

We help mid-market employers evaluate plan fees, service models, and provider performance using data-driven comparisons and public disclosure analysis.

Request a short intro call Typical clients: 100–1,000 employees
What we do
  • Recordkeeper fee & revenue-sharing review
  • Peer benchmarking using public filings
  • Vendor oversight support and documentation
Team reviewing plan data on a computer screen
Practical, documentable analysis—built for committee review.

Services

Plan Fee & Vendor Benchmarking

Comparative review of recordkeeping and administrative fee models, revenue sharing, and service structures—positioned against peer plans and disclosure data.

Plan Design & Oversight Review

Practical analysis of plan design choices and participant dynamics (eligibility, match structure, participation/deferral patterns) with an emphasis on governance and defensibility.

Vendor Search Support (Non-Discretionary)

Assistance with requirements definition, evaluation of vendor capabilities, and structured comparisons. We can support RFP preparation and scorecard-style reviews.

Approach

Our work is built for internal stakeholders: HR, finance, and retirement committees. We focus on clarity, documentation, and measurable comparisons rather than marketing narratives.

Scope: PlanForensics provides consulting and benchmarking services only. We do not provide investment advice, manage assets, act as a fiduciary, or sell financial products.

Typical engagement

  • 30-minute intake call
  • Document request list
  • Benchmarking summary (fee + service)
  • Findings + suggested next steps

Primary focus areas

  • Recordkeeping & admin fees
  • Revenue sharing mechanics
  • Service model differences
  • Provider change economics
  • Disclosure consistency

Contact

For inquiries, please email:
info@planforensics.com

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