by Janjaap Weeda, Product Manager, Defined Contribution, Kevin Vandolder, Director of Client Coverage, U.S. East, Chris Flynn, Head of Research | Sep 9, 2025 | Research
The question of which data source to trust for retirement plan cost benchmarking has significant implications for plan sponsors’ fiduciary decisions. This research paper compares two commonly used data sources—the US Department of Labor’s Form 5500...
by Janjaap Weeda, Product Manager, Defined Contribution, Jim Stamper, Head of Business Development, U.S. West, Kevin Vandolder, Director of Client Coverage, U.S. East, Pouya Behmaram, Assistant Professor of Finance at Université du Québec à Montréal | Aug 20, 2024 | Research
Recordkeeping cost in our $1.3 trillion DC database vary widely, from $20 to $80 per participant annually. This analysis explains this variance from a line-up and plan characteristics perspective: Key cost drivers include economies of scale, managed accounts, and...
