Over the last 25 years we have grown to be one of the 20 largest independent retirement plan service providers in the country. We currently serve over 1000 clients with some 370,000 participants and over $33 Billion in assets. This growth was not because we are great marketers. This growth is because our clients, advisors and other partners are delighted with our work and willing to recommend us or give us more work. Our promise is that we will do what we say we will. This Quality Service Scorecard is simply a manifestation of that promise. If we do not meet the agreed service and quality threshold, we will reduce our fees by up to 20%.
Quality Service Scorecard
|Hardship & Term||Daily||62/64||64/64||126/128||98%||A|
|Payroll & Match Funding||Weekly||12/13||13/13||25/26||96%||A|
|PPT Transaction Report||Weekly||12/13||13/13||25/26||96%||A|
|Quarterly Mgmt Report||Quarterly||1/1||1/1||2/2||100%||A|
|Quarterly Statements||15 Days||1/1||1/1||2/2||100%||A|
|Ad Hoc Reports||1 Day||33/36||35/36||68/72||94%||B|
|Monthly PPT Meeting||Monthly||3/3||3/3||6/6||100%||A|
Compiled quarterly, we will put up to 20% of fee at risk. Metrics are client and plan specific.