Share Class Analysis and Efficiency Testing

Due to inefficiencies in revenue sharing (12b-1, Sub TA, etc.), the lowest expense ratio may not always be the lowest “net” cost option available. Click here to view this white paper for a deeper dive into these considerations, and how moving to the lowest expense ratio may increase fiduciary liability.

Investment Option

Expense Ratio

Revenue Sharing

Investment Management

Efficient?

Metropolitan West Total Return Bond M

0.690%

0.350%

0.340%

Efficient

Metropolitan West Total Return Bond I

0.440%

0.100%

0.340%

Efficient

Metropolitan West Total Return Bond Plan

0.390%

0.000%

0.390%

NOT Efficient

To see how Fee Leveling works, please click here.

Investment Consulting

Vendor Management

Fiduciary Governance

Participant Services

Complimentary Fee Analysis and Investment Review

All we need is a copy of your 408(b)(2) Plan Sponsor Fee Disclosure and we will provide a report which benchmarks fees and investment performance against industry averages.

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