DEFINED CONTRIBUTION PLANS – ERISA 3(38) FIDUCIARY SERVICES
Plan Size	Annual Fees	One-Time Setup Fees
Fewer than 100 Participants	$2,500 + $200/PPT	$2,500 + $100/PPT
100 – 199 Participants	$7,500 + $200/PPT	$7,500 + $100/PPT
200 – 299 Participants	$12,500 + $200/PPT	$12,500 + $100/PPT
300 – 500 Participants	$17,500 + $200/PPT	$17,500 + $100/PPT
Greater than 500 Participants	Contact Us for Pricing	Contact Us for Pricing
Start-up plans are charged an annual fee of 0.70% assets till plan reaches $357,000