A comprehensive analysis of your plan’s components.

Our analysis starts with a look at your plan’s goals. We then use those goals to develop a roadmap that illuminates the insights we need to improve the plan and identify any areas that may need a little extra attention. Our analysis evaluates the following plan components:

  • Recordkeeping
  • Technology Services
  • Employee Communications
  • Compliance
  • Investment Management
  • Total Plan Costs

At Capstone, our plan benchmarking services empower plan sponsors to meet their fiduciary responsibilities established by the Employee Retirement Income Security Act (ERISA) with one of the most comprehensive offerings in the marketplace. First, our process aims to uncover any weaknesses in your current provider before leveraging this data to find the most appropriate provider for your organization — even if the best solution is to simply renegotiate what you already have. The results of our analysis? Hundreds of data points that arm fiduciaries with a better grasp of the process and instill confidence in the ultimate selection made. The information we deliver includes meaningful fee, service, and investment benchmarks that are instrumental in determining whether changing providers is the right move.