Provider Search and Evaluation

Finding the Right Service for the Right Price

Our RFP provider search is customized to focus on services that are important to your plan. We emphasize open architecture, efficient administrative services, best-in-class funds, fee transparency, effective participant education and communications.

DataPath’s RFP database tracks a variety of service providers. Based on your plan’s assets, complexity, and participants we provide the depth of information for you to select the most appropriate provider(s).

Our scoring matrix enables plan sponsors to consider a large number of qualified providers and evaluate them fairly using consistent criteria for assessment. Our scoring matrix ranks providers, side-by-side comparisons of services and costs, and financial strength.

All of this combined with in-person interviews, where we drill down and ask all the hard questions, providing answers you need to know. Our due diligence process will take you beyond the minimum requirements and provide step-by-step guidance.