Use the Right Data
All of Fiduciary Benchmarks’ data is obtained directly from the source – the Recordkeepers, TPAs and Advisor/Consultants that know the plan best. The data is 90 days or less old when obtained, is reviewed for accuracy, and is comprehensive in that it includes fees, services, support and participant success measures.
Apply an Expert Method
Fiduciary Benchmarks’ proven method focuses on building apples-to-apples benchmark groups of similar plans by service provider, using high-quality data and providing a balanced assessment of the relationship between value and fees.
Consider the Best Information
Fiduciary Benchmarks reports are designed to be simple, transparent and practical. The reports provide concise information and actionable intelligence that support sensible decision making. The reports and the process used to review them can be part of a prudent ERISA required review of fee reasonableness.
With that said, we realize that Plan Fiduciaries also have different approaches as it relates to satisfying their obligations so we have developed a number of different services that adhere to our core principles while allowing for differences in scope and time.
Our Benchmarking Services
Benchmark My Fees
Fee Summary
A simple, on-demand one-page summary of your fees. In addition to your fees, Fee Summary enables you to highlight additional services above standard service levels.
Benchmark Plan Fees
Fee Monitor
New! Faster and easier fee benchmarking report that provides insights to make informed business decisions. Includes investment performance and fee benchmarking
Benchmark Plan Fees and Services
Value and Fee Benchmark Report with FEEPOINT® Calculation
The industry's most comprehensive benchmarking report that includes plan fees, investment fee and performance, and specific services for all service providers.
Check Pricing on a Plan
FeeChecker
Multipurpose inquiry tool to preview benchmark group fees and services to validate your pricing.
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Check Pricing on All Plans
Value and Fee Matrix
Realtime analysis which displays the relationship between fees and services for all of your plans compared to their specific benchmark group.
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