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Fee Benchmarking Studies

PEI’s team of industry experts utilize a prudent process to determine whether or not plan fees are reasonable for the unique set of services required by each specific plan. We ask the industry service providers to quote the fee they would charge to support the plan’s specific requirements. We then compare the range of quoted fees to those of the current provider … and only then do we truly determine if those specific fees are reasonable for that plan’s specific set of services. Now there is a prudent process that plan fiduciaries can feel confident about.

Our difference is demonstrated in how we:

  • Leverage years of experience benchmarking plan costs and negotiating plan fees
  • Determine competitive pricing based on plan-specifics versus generic surveys and databases
  • Review the allocation of these fees (revenue sharing, finder’s fees, service fees, transfer agent fees)

PEI’s plan fee assessment for unbundled defined benefit plans is completed by an expert team with proven experience in the discovery and review of plan fees. The proper knowledge and awareness of the fees associated with the plan is necessary for a prudent process. Such a documented process fulfills a fiduciary obligation.

Our difference is demonstrated in how we:

  • Have a long history of plan fee assessment projects, years before regulations and industry news have drawn attention to it