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
- FeePoint® – expected fee in dollars and bps
Generic Description of Value
- Service Provider Value Categories and examples of typical services
