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Congratulations for taking the first step to a more efficient plan
First Name
Last Name
Company name
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Which metric are you using as a measure of plan success?
Low fees
A well-diversfied investment line-up
Low fiduciary risk to plan sponsor
Greater contributions by participants
High participation rate of employees
All of the above
Not applying any metric to measure success
Are you completely confident with your plan investment line-up?
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No
Not sure
Do you completely understand how your service providers are being compensated?
Yes
No
Not sure
Do you feel your participants are being serviced fully to help them achieve retirement goals?
Yes
No
Not sure
If the audit evaluation found ways for you to improve your plan, are you willing to act on recommndations?
Yes
No
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