Use the RIGHT data

  • 100% of data comes directly from Plan Service Providers
  • All data is current, accurate and consistent with 408(b)(2) disclosures

 

Custom Plan Universes by Service Provider

  • Build the group based on the specific economic factors that drive each Service Providers costs
  • Ensure the group is statistically valid by removing outliers and maximizing predictability
  • Diversify the group so no single service provider dominates the group, all business models are depicted and it is accurately representing the market segment

 

Plan Universe Fee Ranges by Service Provider

  • 25th – 75th percentile in dollars
  • 25th – 75th percentile in basis points

 

Generic Description of Value

  • Service Provider Value Categories and examples of typical services