Custodian Review Drives Lower Fees for More Services

A nonprofit health care organization with balance sheet assets and pension plan holdings of $2 billion combined had not reviewed the custodian marketplace in approximately 10 years. Because so much time had passed since the last review, the organization was no longer confident it was maximizing the services available from its current custodial provider.

The nonprofit’s ERISA counsel, therefore, recommended that it engage with an independent third party to complete a custodial review and provider evaluation.

The nonprofit selected Aon’s Custody Advisory Services group to perform an invoice analysis using its Global Historical Fee Engine.

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