Page 446 - DCAC February 2024 Files
P. 446

Excessive Fees: Investment Fees / Share Classes







                 Complaint alleges the plan sponsor allowed participants to pay excessive fees when lower-cost alternatives


                 were available.



                 Examples



                 • Forman v. TriHealth: Claim retail mutual fund share classes were offered when lower-gross institutional


                     share classes were available. Assert the mean cost was 86bps when an alleged mean of 41bps was

                     available.


























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