Pricing
Platform of Value
As an advocate to the participant, ASPire is mindful of the expense incurred with the operation of retirement plan benefits and shares the concerns of Plan Sponsors regarding costs that reduce the benefits available for each participant at retirement.
Summary Fee Schedule
Plan Installation |
$1,500 (one time fee) |
Recordkeeping & Administration |
$2,500 + $50 per participant |
Investment Fiduciary |
10 bps |
Custody Services |
7bps |
Advisor/Solicitor Fee |
25 bps |
Estimated Fee Offsets |
(15 bps) |
IMPORTANT FEE OFFSETS
Plan Guardian passes 100% of all revenue sharing payments received from investments back to the plans from which they originate. We collect, account for, and return to the plan any revenue sharing payments available from plan’s investment options. The effect is a substantial reduction in net cost. We provide a report every quarter showing all revenue credits.