Tier 2
Fiduciary Fee Benchmark Dataset
1,000 households with fee structures and service levels for DOL fiduciary compliance testing.
Overview
The Department of Labor's fiduciary rule requires advisors to demonstrate that fees are reasonable relative to services provided. This dataset provides 1,000 households with documented fee structures, service levels, asset mixes, and peer comparison benchmarks. Includes scenarios that stress-test fee reasonableness: high-fee households with minimal service documentation, rollover recommendations with fee impact analysis, and ERISA plan participant scenarios.
What's Inside
1,000 households with documented advisory fee structures (AUM, flat, hourly, hybrid)
Service level documentation mapped to fee tiers
Peer comparison benchmarks across firm size and service model
Rollover recommendation scenarios with fee impact analysis
ERISA plan participant households with fiduciary documentation
Fee reasonableness stress cases for DOL audit defense
Use Cases
Fee reasonableness analysis tool testing
DOL audit preparation and defense
Fiduciary compliance training
Benchmarking platform data validation
Ideal Buyers
Fee-only RIAsConsultant benchmarking firmsDOL audit defense attorneysCompliance technology vendors
Example firms: NAPFA member firms, Fiduciary consulting firms, ERISA attorneys, Fi360
Tags
FiduciaryDOLFee ReasonablenessERISACompliance
Low Deviation from Base Corpus
Requires light re-tagging and documentation. Available within 1–2 weeks of order.
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