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Fi360 Fee Benchmarker® Tool

By completing a short questionnaire, you can compare your fees to industry averages, support your clients’ fiduciary needs and identify opportunities to expand your service offering to help grow your business. If you would prefer to use a fillable PDF to using the online form, you can download it here and email it to Malcolm Lunn at once it is completed. Once received, a report will be generated and emailed back to you within 48 hours.

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Your Information
Plan Information
Advisor Information (to compare yourself to others)
(i.e. $20,000/year, 25 BPS/year, or $10,000 + 8 BPS/Year)
Report Settings
(Include any comments you want to appear on the report)
Scope of Services
Administrative Fiduciary - ERISA section 3(16)
Co-Fiduciary - ERISA section 3(21)
Discretionary Fiduciary - 3(38) for Custom Plan Models
Discretionary Fiduciary - 3(38) for Investment Lineup
Investment Fiduciary to Plan Participants
Fund Menu Design
Investment Policy Statement Development
Plan Design Consulting
Financial Wellness External Provider Search
Financial Wellness Program - Advisor Delivered
Financial Wellness Program Strategy
Dedicated 1-800 Number for Participants
Education Program Strategy
Fiduciary Training for Committee
Group Employee Meetings
One-On-One Employee Meetings
Other Specialized Committee Training
Participant Support in Multiple Languages
Vendor Fee/Service Review or Benchmarking
Vendor Management/Issue Resolution
Vendor Search
Vendor Transition Support
Compliance Oversight
Employee Stock Ownership Plan (ESOP) Consulting
HSA Consulting
M&A Services