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Fee Schedule
Plan Setup |
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Base Fee |
$1,200 |
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Per employer and each participant |
$50 |
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Annual Administration |
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Base Fee |
$1,500 |
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Per employer and each participant |
$100 |
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Fees for Special Services at Client's Request |
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Takeover Fee (if applicable) |
$ 650 |
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Rollovers |
$ 75 annual per account |
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Termination Packages |
$ 100 |
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Participant loans |
$ 100 + $60 year |
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Pension Benefit Guaranty Corporation (PBGC) |
$ 245 + $18 per eligible employee per year |
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Additional calculations requested by client |
$ 175 |
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Note
The Annual Administration fee is billed on a quarterly basis. Shortly after establishing the plan your client will receive an invoice that will bring the plan current with the quarterly billing cycle.
