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Fixed Fees

Fixed Fees

Our Fees are Fixed, No Exceptions

Fees are based on the number of eligible employees, if the plan has a certified trust (ERISA Section 103(a)(3)(C) audit), and if it's the plan's first audit. These fees are also fixed for the first three years we serve you.

Fee Schedule

We take a simple approach to fees. Unlike many other firms that need to quote everything, the below schedule is your FINAL quote:

  • 100 to 499 employees - $10,000

  • 500 to 999 employees - $12,000

  • 1,000 to 1,500 employees - $15,000

  • Full scope audit (from the lack of a certified trust statement) is an additional $2,000 

  • If it is the plan's first audit there is an additional fee 

  • Plans that have 1,501 or more eligible employees can be quoted, just contact us

Monthly Billing

Billings occur monthly and the amount due in each billing period will coincide with the amount of work performed toward the completion of the audit. The total amount due for the audit must be paid prior to the issuance of the final reports (financial statements, management comment letter, etc.).  The total monthly billings will never exceed the stated quote amount. 

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