Unbundled to save $54K

Case Study: Professional Services Firm

Industry: Legal / Consulting
Employees: 60
Problem: The firm’s 401(k) had embedded advisory fees and bundled services with opaque pricing. The CFO wanted an objective evaluation to ensure competitiveness and compliance with DOL guidance.
Result: We documented a 55% overage in administrative and investment fees. The firm moved to an unbundled model and now saves $54,000 per year—while improving plan performance visibility.

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