Broad Managed Account Benchmarking Data
Educate plan fiduciaries on types and usage of managed accounts across the industry.
Assess Managed Account Services
It is important for fiduciaries to consider services for both= participants and plan sponsors.
Comparing Three Investor Types
FDI solution assesses series of participant metrics across these three investor types;
- Managed Account
- QDIA/Default
- Do-It-Yourself (DIY)
Participant Metrics Measured by Investor Type
- Participant Success Metrics
- Income Replacement
- Engagement
- Performance
Fees and Performance
The final step for plan fiduciaries to consider is are the fees and performance of the managed account solution reasonable. In addition, the plans investment line-up is also benchmarked for performance and fees.