Documents Performance of Fiduciary Monitoring Responsibilities
Plan sponsors use our report to document the monitoring of their investment options. In our report, we measure relative returns, value added, risk and cost performances for each of your investment options.

Identifies Areas that May Need Action
The analysis helps fiduciaries focus on areas that may require attention, such as:

• Investment options that need to be reviewed or replaced
• Fees that need to be renegotiated
• Plan features that need to be enhanced or modified
• Education & communication efforts

Uphold the 'Prudent Expert' Standard
Plan fiduciaries are held to the standard of 'prudent expert. In our report, we provide detailed return and cost comparisons of your plan to other participating plans, not just retail clients.

In addition to the above fiduciary benefits our services provide the following benefits to individuals designing and promoting your DC plan:

Strategic Communication Tool
Clients use our analysis in presentations, marketing brochures and newsletters to participants. The CEM database adds an independent and objective source of comparison and analysis of performance and costs.

Plan Design Competitiveness Review
Plan sponsors use our report to ensure that plan features are competitive relative to other plans.