Retirement Plan Fee Benchmarking Tool

Your Name (required)

Your Title

Your Company Name (required)

Your Email (required)

Your Current Provider

Retirement Plan Type (Defined Benefit, 401(k), 403(b), etc.)

Current Plan Assets

Number of Plan Participants

Recordkeeping Fees

Administration Fees

Trustee / Custodial Fees

Average Expense Ratio

Other Fees

Advisor Fees