FDI’s Value and Fee Benchmark with FEEPOINT® calculation Report ensures that Quality, Service, Value and Extra Credit are a part of every fee conversation between Service Providers and their Plan Sponsors.
All data is current, accurate and consistent with 408(b) disclosures because it comes directly from the people who know the plan best – its Service providers.
FDI patent #123456 covers a 5 step process that is fair, repeatable and an important part of a Fiduciary’s obligation to follow a prudent process for determining fee reasonableness.
Groups are built so that:
Choose a report format that will work best for you and your plan sponsors.
Full Value and Fee Benchmark with FEEPOINT® calculation Report
5 pages per service provider covering Custom Benchmark Group, Quality, Service, Value and Fees with extra credit (FEEPOINT®).
Presentation Style Value and Fee Benchmark with FEEPOINT® calculation Report
2 pages per service provider – what you get and what you pay covering a summary of the 5 components of benchmarking. The details and calculations are delivered in a separate PDF.
Want to learn more? Schedule a demo to see how the Value and Fee Benchmarking can help you communicate your value and reasonableness.