ERISA Plan Benchmarking Analysis

Many plan sponsors want to know how their plan stacks up to the typical or average plan. This is often a necessary analysis to determine whether an effort should be made to upgrade the features and benefits of the plan.

OneFiduciary Group will analyze how your plan stacks up in the following areas:

Eligibility Requirements	Investment Committee
Average Deferral Rates	Investment Policy Statement
Overall Participation Rate	Investment Advice
Contribution Rates	Automatic Enrollment
Catch-up Provision	QDIA
Employer Contributions	Company Stock
Vesting Schedule	Roth Provisions
Loans	Internet Services
Hardship Withdrawals	Self-directed Brokerage Account

 

Please contact us and request additional information on ERISA Plan Benchmarking Services.