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re: 401K: who manages your company plan?
Posted on 8/12/15 at 12:20 pm to Shepherd88
Posted on 8/12/15 at 12:20 pm to Shepherd88
Yeah, I am just now figuring this out.
I'm reading this right:
warp fee + recordkeeping fee+ fund fee= 2.25%
So, if on my earnings report, it shows a annual return of 3.25%, would that mean only a real return of 1%?
I'm reading this right:
warp fee + recordkeeping fee+ fund fee= 2.25%
So, if on my earnings report, it shows a annual return of 3.25%, would that mean only a real return of 1%?
2
Posted on 8/12/15 at 12:22 pm to VetteGuy
What you see on your statement should be net of expenses.
Posted on 8/12/15 at 2:52 pm to VetteGuy
Yeah, your return should be net of expenses, so you're return before fees would 5.5%.
Assuming a gross return of 5.5% and aggregate fees of 2.25%, 2.25/5.5 = 43% of your return is going to plan fees...ouch, I would talk to management about going out for proposal on your plan.
Assuming a gross return of 5.5% and aggregate fees of 2.25%, 2.25/5.5 = 43% of your return is going to plan fees...ouch, I would talk to management about going out for proposal on your plan.
This post was edited on 8/12/15 at 3:00 pm
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