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 Benchmark Groups 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

 

Fee Comparison Against the Benchmark Group

  • The Service Providers Fee in dollars and bps
  • The Benchmark Groups Fee in dollars and bps
  • FeePointTM – expected fee in dollars and bps

 

Generic Description of Value

  • Service Provider Value Categories and examples of typical services