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Simple  ♦  Insightful  ♦  Timely
 
Curious how your retirement plan fairs against the market?  Our Plan Evaluation Report is the perfect starting place to examine and benchmark your retirement plan in relation to the industry and your peer group's performance. Our customized plan evaluation reports use public plan data to deliver a detailed analysis of your plan(s) performance. 
 
 
 
What's Included in the Report?
 
Key Components:
 
          • Industry vs. Peer Group Performance
          • Investment Performance
          • Fee Comparisons
          • Fiduciary Flags
Cost: 250.00 USD
**Complimentary if you attended one of our RPRS - Fiduciary Summits**
 
 
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Questions or Want to Learn More?

View sample report here
 
Give us a call at 619-795-3940
 
Request your custom report today!
 
 
 
 
Privacy: Your information whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the product or service requested
 
 
About XGS Plan Evaluation Reports
 
Our mission at XGS is simple- to help America reach it's retirement goal one plan at a time. We believe that by providing plan sponsors with education and plan evaluation tools we help improve America's retirement plan participant outcomes! XGS Plan Evaluation Report is a cost-effective way to annually check-in with your plan.
 
 
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