P&A Group

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Participants

Forms

401 K Information

General Info.
Services
Fee Schedule

401K Information

401 K Fees & Fee Schedule

Installation & Takeover Fees

Initial plan, consultation, and design
Initial enrollment materials
Prototype documents
Assistance with Payroll formatting
Summary Plan description
Plan implementation checklist and forms

Annual Plan Administration & Record keeping Fees

Daily transaction and account valuation
Customized investment selections
Up to 25 fund choices per plan
Customized asset allocation portfolio capability
Online enrollment
Paperless loan processing and automated distribution
VRU (English)
Plan sponsor and participant internet access
Automated ACH payroll funding
Quarterly statements and summary reports mailed or viewable online
Annual compliance testing and signature ready IRS Form 5500

Fee Schedule

Annual administration fees are based on the size of the plan: (Custom pricing will apply for plans over $10M.)

$500K - $1M	$1M - $4M	$4M - $10M
$1,500/yr	$1,250/yr	$750/yr

Participant fees are based on the size of the plan and the average account balance:

Plan Assets:	$500K - $1M	$1M - $4M	$4M - $10M

Ave Acct Balance
$0 - $10,000	$28	$24	$20
$10,001 - $20,000	$24	$20	$16
$20,001 - $35,000	$20	$16	$12
$35,001 - $50,000	$16	$12	$8
$50,000 and higher	$12	$8	$0

Record keeping fees are based on the size of the plan: (Record keeping fees are reduced by Sub Transfer Agent and Shareholder Services Fees that P&A anticipates receiving from any mutual fund company.)

$500K - $1M	$1M - $4M	$4M - $10M
0.40%	0.35%	0.25%

Self Directed Brokerage: $500/yr (min plan size $3M)

Installation and takeover fees:

Base setup fee - $250
Takeover fee - (Plus $6 per eligible participant)
- Up to 25 participants - $150
- 25 - 100 participants - $300
- 100+ participants - $500
Prototype Document - $550
Custom Document - $2,375 (includes IRS submission fee)
One-time participant fee - Billed as incurred

Buffalo - Raleigh - New York City - Los Angeles
Email: info@padmin.com | Telephone: 1-800-688-2611