Retirement Performance Review

Johnston Investment Counsel's performance reviews are designed to provide the plan sponsor with critical information on their plan's investment offerings. As fiduciaries, plan sponsors have the responsibility of monitoring the plan's investment options for their continued appropriateness. Johnston Investment Counsel's performance reports reviews the following:

• An overview of capital market returns.
• Plan allocation.
• Diversification analysis.
• A one-page, summary of several key factors for each investment option as well as Johnston Investment Counsel's assessment.
• Detailed performance returns and rankings versus style-specific peer groups and indices for each investment option.
• Detailed analysis of each investment option including performance, risk, consistency, as well as fund and portfolio characteristics.
• Johnston Investment Counsel's recommendations.

See a XYZ 401k performance measurement report.

 

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