Skin In The Game
The 2x Fiduciary Execution Pledge & Mutual Accountability Compact
The Core Pledge
2x Value On Every Assessment — Or We Keep Working.
For every Fiduciary Risk & Compliance Assessment we deliver, we guarantee that the written report will identify documented compliance gaps and savings opportunities worth at least two times our fee. If it doesn't, you choose: we keep working at no additional charge until we hit that benchmark, or we credit the full fee. Your call. That is real skin in the game.
Our Execution Conditions
The Accountability Compact
This guarantee is not a one-way bet. It is a mutual partnership built on disciplined execution from both sides of the table. To honor the pledge, the employer agrees to the following conditions:
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Timely Data Disclosure
The Plan fiduciary must provide complete historical medical claims, pharmacy invoices, ASO/TPA agreements, stop-loss contracts, and PBM pricing schedules within the timelines we request. Independent review is impossible without the raw data on the table.
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Active Deployment of Recommendations
The Plan fiduciary must actively implement the audited recommendations — whether that means challenging unreasonable provider payments, strengthening vendor oversight, documenting governance decisions, or executing contractual changes we surface. Insights without action do not protect Plan assets.
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Single Point of Authority
The Plan fiduciary must designate a decision-maker with the authority to approve and execute structural changes — not a broker intermediary protecting a commission stream.
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Good-Faith Vendor Oversight
Where the review identifies incumbent vendors that refuse transparent contracting or reasonable reimbursement terms, the fiduciary agrees to move forward in good faith with independent alternatives that better protect Plan assets.
The Closing Condition
Strategy Delivered Is Strategy Earned.
Our fees remain fully earned for the fiduciary review, forensic findings, and governance roadmap we provide. If the Plan fiduciary chooses to review the data but refuses to act on the recommendations, the 2x value pledge is void — the work was delivered, the blueprint was handed over, and the decision not to execute belongs entirely to the fiduciary. We trade in execution, not in shelfware.