Fraser Group offers a suite of benchmarking reports to suit your needs.
Level 1: Benchmark at-a-glance
The Benchmark at-a-glance, provides a quick look at how your expenses compare to our statistical model of expected plan costs. With our one-page report, plan sponsors will be able to quickly and easily see if their operating costs are reasonable considering their asset size and number of members.
Download a sample copy of the Benchmark at-a-glance here.
Level 2: Extended Benchmark and Peer Group Report
The Extended Benchmark and Peer Group Report provides an array of tables and a series of comparisons with actual plans in Peer Groups based on similar Assets, Member Counts, and Expected Expenses.
The extended benchmark report provides you with:
- An expected expense ratio
- Analyses of expenses by category compared to Peer Group averages
- Benchmarks split between Investment Management and Administration expenses
Download a sample copy of the Extended Benchmark and Peer Group Report here.
Level 3: Custom Analysis Reports
For Plan Sponsors looking for more insight into their plan costs or those with special circumstances, Fraser Group provides specialized reports to suit your needs. We can prepare customized database extracts and modify standard reporting to address individual needs. Please contact us for more details or to receive a quote.
Click here to see the fee structure.
Download a copy of the questionnaire.