Fiduciary Benchmarks (FBi) Reports

  • FBi is a leading authority on fees, participant success measurs, support, and services for defined contribution plans
  • FBi’s proprietary database is used to compare a client’s plan to plans of similar demographics in the areas of:
    • Record-keeper fees
    • Investment expenses
    • Diversification of investment menu
    • Plan complexity
    • Participant success measures
    • Advisor services offered