FeeBenchmarker™ by Ann Schleck & Co., LLC

  • Compares advisor and/or consultant fees to a database of industry norms for a selected plan size:
    • Quartile rankings of advisors’ fees relative to services offered
    • Advisor and/or consultative fee ranges for similar plans by business model
    • Scope of service comparison, including fiduciary services
    • Itemization of retainer and project-based fees