Plan Benchmarking

Benchmark what matters.

Are you paying too much for your retirement plan? Does your plan warrant a higher quality of service from your provider? Can the investments in your plan be improved? Capstone’s plan benchmarking service can allow plan sponsors to meet their fiduciary responsibilities set for forth by ERISA with one of the most comprehensive benchmark in the marketplace. Our process aims to uncover any incompetencies and weaknesses your current provider may have and leverages this data to search for the most appropriate provider for your organization—even if the best solution is to simply renegotiate what you already have. The results of the analysis include hundreds of data points that help fiduciaries better understand the process. The information includes meaningful fee, service, and investment benchmarks that can be used to determine if change is warranted.

Key features of the Capstone benchmarking process:

    • One of the only benchmarking reports in the marketplace that analyzes fees + service + investments
    • Compares up to six providers side by side
    • Through a member network (RPAG) we utilize a proprietary data base of over 60 Tier 1 providers
    • Delivers a comprehensive report for your fiduciary file
    • Provides competitive cost analysis data
    • Includes an in-depth revenue sharing analysis

A comprehensive analysis of your plan’s components.

We start by looking at the plan’s goals. We use these goals to develop a roadmap that provides information needed to help improve the plan and identify areas that may need attention. Our analysis evaluates the following plan components:

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

With an established baseline in place, we can take a plan to market to solicit bids.

Our Plan Benchmarking and Vendor Searches assist plan sponsors with meeting their fiduciary obligations to help ensure competitiveness within the marketplace.

About Capstone Retirement Group

Capstone Retirement Group is a professional retirement plan consulting practice. We partner with plan fiduciaries to help identify and implement the optimal retirement plan for their organization.

7777 Leesburg Pike, Ste 401N
Falls Church, VA 22043
Tel: 703.291.8200
Fax: 202.747.5267

Investor Disclosures

Check the background of this firm on:

FINRA’s BrokerCheck

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Retirement Group is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.