In everything we do, clarity and transparency are at the core of our process. The same is true in our fee structure.
Group Retirement Plan Schedule
Annual Advisory Fees
| |
|---|---|
| Above 10,000,000 | 0.20% |
| Above 5,000,000 | 0.275% |
| Above 1,000,000 | 0.35% |
| Above 100,000 | 0.50% |
| Startup | 0.75% |
*Additional fees may apply for groups with over 50 employees
In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.