Fee Analysis

A Fiduciary Challenge: Finding Out What You And Your Participants Pay

While most fees must be disclosed, these disclosures are often confusing and are rarely summarized in one place.

As a fiduciary, you’re responsible for ensuring that all plan fees are reasonable and appropriate. In particular, this includes the fees and expenses paid by plan participants.  A fee evaluation from Johnston Investment Counsel is designed to make it easy for you. In one, easy-to-follow document, we describe the various fees paid by a plan sponsor and those paid by participants as well as provide benchmark information for comparative purposes. Lastly, we provide an overall assessment (in combination with a performance and diversification review).