Our Services

Through carefully selected investment options, on-going participant education and guidance, and thoughtful advice to plan sponsors, we look to improve outcomes for both plan participants and plan sponsors while ensuring reasonable cost.

Scope of Services

Review & Cost Benchmarking

  • Annual fee and services benchmarking of all retirement plan vendors

Investment Monitoring & Management

  • Customized fund lineup with hand selected and monitored investment lineup leveraging Little House’s inhouse research
  • Exposures to all major asset classes – equities, bonds, alternatives
  • Low-cost target date funds built for the “set-it-and-forget-it” participants
  • Ongoing performance monitoring, attribution, and risk profiling
  • Proprietary investment fund scoring and benchmarking

Participant Education, Advice & Engagement

  • On-site employee education and engagement meetings
  • One-to-One on-site participant advice meetings
  • Designated Advisor Representative
  • Multilingual call center, chat, web portal, and mobile app
  • Extensive library of online financial wellness resources

Fiduciary Training & Oversight

  • Annual fiduciary training of Plan Sponsor responsibilities
  • Plan Sponsor legislation and ERISA updates

Trustee Reviews

  • Quarterly on-site Trustee Review with Plan Sponsor and/or Investment Committee
  • Comprehensive overview of plan and strategy recommendations

Cost Analysis

  • Create a comprehensive accounting of current plan fees
  • Benchmarks your plan fees against similar plans
  • Compares service provider options
  • Competitive pricing with complete transparency of costs

Reporting

  • FundScape Reports
  • Participation Tracking
  • LHC Quarterly Fund Lineup Scoring

FundScape Reports

FundScape-Reports

Produced by Sentinel that contains the following:

  1. Market & Category
  2. Financial Data Summary
  3. Participation Summary
  4. Investment Allocation Summary
  5. Top 5 Investments by Balance
  6. Top 5 Investments by Contributions
  7. Plan Asset Summary: Snapshot of how a plan’s assets and number of participants are spread amongst the investment options
  8. Lifestyle Portfolio Utilization: Shows how participant population is utilizing the plan’s custom designed risk-based portfolios
  9. Style Analysis: A visual depiction of how diversified your investment line-up is across domestic and foreign equities, market capitalization and valuation (value, blend, and growth) and fixed income
  10. Sentinel FundScore Report and Tracking data

LHC Fund Scoring Report

Produced by Little House Capital and contains the following:

  1. Proprietary Fund Scores
  2. Proprietary Fund Deciles
  3. Fund Performance Data
  4. Asset Class Performance

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