DC Benchmarking
CEM has been helping sponsors of DC plans to monitor their investment options and the competitiveness of their plans since 1997. For U.S. plan sponsors, the benchmarking analysis is a powerful tool to demonstrate how well fiduciary duties required by ERISA are being met. Our unique benchmarking database includes more than 170 corporate and public plans ranging in size from $20 million to over $30 billion with total assets of over $800 billion.
The annual benchmarking process begins with you completing our survey about your plan’s investment holdings, performance and costs. Our service provides you with:
Comprehensive benchmarking report: Our DC Fiduciary Oversight Report compares your plan's detailed costs, performance and plan features to your custom peer group and our universe of funds. Our report helps both corporate and public plan sponsors respond to increasing pressure to provide meaningful cost and performance information about their DC plans.
Customized peer group: Your custom peer group is comprised of funds that are similar to your fund in terms of size and unique characteristics. You can also let us know if you would like specific funds included in your peer group.
Trends and Research Insights: Our report provides you with research on performance insights and trends to support decision making. In addition, we also provide up-to-date research articles throughout the year.
On-site presentation of your results: You receive the full benefit of our experience through a personal presentation and discussion of your fund's results.