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Competitive Fees for
Employers and Employees

No/Low Installation Fees*

  • No installation fee for plans with more than $#k in assets.

  • $# installation fee applies for plans with less than $#k in assets

No/Low Administration Fees

  • Waived for plans with over $#k in plan assets

  • $#/year for plans with $#k-#k ($#/year if Safe Harbor)

  • $#k/year for plans under $#k ($#k/year if Safe Harbor)

$#/year Participant Fee

Asset Based Fees: #%*

*Includes Fidelity Freedom Index Target Date management fees (default investment) of 12bpts and asset management fees for record keeping, 3(16) administration and 3(38) investment advisory. Advisory fees are not included and vary by plan and advisor. Asset based fees are reduced for plans above $1m in assets.

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