Consistent and structured review of defined contribution plans is an increasingly important characteristic of top quality plans. At DeMarche, we partner with our clients to both identify and implement a periodic review structure.
DC Analytics is our quarterly performance measurement report for defined contribution plans. The report helps evaluate the effectiveness of a plan’s investment options and determines how competitive the individual options are compared to other available substitutes. Included in this report are an asset mix comparison of the current quarter vs. the previous quarter showing how participants are allocating their investments, comparative risk and return information, cash flow and market value of the total plan, a periodic review of overall performance, a ranking of each manager’s performance and a comparison of historical performance and volatility to appropriate benchmarks.